We work with many firms who rely on our unique blend of industry knowledge and computer expertise to provide fast, effective, industry-specific solutions. Following is a list of some of the Broker/Dealers we have worked with. 

Ameritrade Advisor Services
Advanced Clearing, Inc.
Fidelity Institutional Brokerage Group / National Financial Services, Inc. 
H.D. Vest Financial Services
LPL Financial Services
Mesirow Financial Services
Raymond James Financial Services, Inc.
Tower Square Securities
Wells Fargo Investments

Individual Representatives 

We work with many independent Registered Representatives, Registered Investment Advisors (RIA), Financial Planners, Agents, and Brokers to improve their operations through training, consulting, and software development. Our clients include some of the top producers in the country, as well as some of the smallest branches just starting in the business. 

Software Companies 

We work closely with a number of client management software companies. We can provide custom interfaces, data conversions, support, training and enhancements for their system users. Following is a list of the software companies we have worked with. 

Advisor Tools (Books and Overdrive)
Advent (AXYS)
Allied Financial Software (Act4Advisors)
EZ Data (CDS)
FCSI (dbCAMS+)
Financial Information Network (FIN2000)
Reuters (Broker's Notebook)
Scherrer Resources (Broker's Ally)   
Schwab Performance Technologies (Centerpiece)
TechFi (Portfolio 2001)