Tools and Technology
Your rebel Financial Personal Website (rFPW)
We offer our clients a rFPW account. A rFPW account through us allows our clients to have a personalized hub that manages accounts and finances all online. Here, you can keep track of your accounts, build a budget, create financial plans, securely store your financial documents, and access it from anywhere.
Our CRM
Salesforce
Salesforce unites your marketing, sales, commerce, service, and IT teams from anywhere with Customer 360 – one integrated CRM platform that powers their entire suite of connected apps. With Customer 360, you can focus your employees on what’s important right now: stabilizing your business, reopening, and getting back to delivering exceptional customer experiences.
Financial Software and Technology
eMoney
eMoney aggregates more than $1.7 trillion dollars in assets for more than 30,000 financial professionals across three countries and in all fifty states, serving a million end-clients. In a manner unparalleled by any other system, eMoney has helped rebel Financial increase assets under management, identify product opportunities, and win our clients’ confidence and loyalty.
Riskalyze
Riskalyze is transforming the industry by capturing a quantitative measurement of client risk tolerance and use that data to help new & current clients, capture and meet expectations and quantify suitability. We use Riskalyze to help us predict the best course of action for our clients.
Hidden Levers
HiddenLevers uses big data to measure millions of relationships between the economy and investments.
HiddenLevers’ research team creates scenarios to model recessions, crises, and other economic events, using historical research and analysis on how economic indicators are correlated.
Advyzon
Advyzon is a technology hub that helps with portfolio management, client reporting, billing, CRM, growth, and secure document management.
Fi360
Fi360 helps financial intermediaries to use prudent fiduciary practices to profitably gather, grow, and protect investors' assets. Fi360 ensures advisors are equipped with the knowledge and tools they need to implement a prudent, scalable investment process do they may grow their business and delight their clients. Every Fi360 solution ends with enabling advisors to put their clients' best interests first.
SSAnalyzer
SSAnalyzer software helps us to remodfel and test Social Security claiming strategies to find the most optimal strategies for clients. In addition to our primary software, SSA helps us to ensure that our planning clients are optimizing their federal benefits by research and application.
Charles Schwab
Charles Schwab offers a wide range of investment advice, products & services, including brokerage & retirement accounts, ETFs, online trading & more.
Fidelity
Fidelity offers investment management services and experienced advisors than can help you make real progress on your financial goals.
TIAA
TIAA can help achieve financial well-being with their disciplined approach to long-term financial goals.
Interactive Brokers
Interactive Brokers help invest globally in stocks, options, futures, currencies, bonds, and funds from a single integrated account. With their transparent, low commissions and financing rates, support for best price executions, and stock yield enhancement program help minimize costs to maximize your returns.
Trading Front
Trading Front does it all for you so you can get up and running with a complete tech stack built on top of the industry’s most sophisticated trading custodian, Interactive Brokers. Their elegant, white-label onboarding module allows your clients to submit brokerage account applications in minutes.
Holistiplan
Holistiplan is a tax planning solution that helps to make the financial proces both faster and better for every client. The initial plan focuses on tax planning which can help predict future taxes as well. Holistiplan's solution is to use the latest technological advances to read uploaded financial planning document and generate reports that provide planning opportunities.
FP Alpha
FP Alpha is an AI-driven comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients in a scalable, intelligent, and cost-efficient manner, all while remaining complementary to current retirement planning software.
CryptoTrader.Tax
CryptoTrader.Tax integrates directly with your favorite cryptocurrency platforms to make it easy to import your historical transactions. Whether you're trading, mining, staking, or earning interest, you'll be able to import your transactions and calculate your taxes with ease.
Choice
Backed by Kingdom Trust, Choice offers a single account for all of your investments with no hidden fees, no minimums, and flexible membership options. They've reinvented retirement accounts to give you a choice of how you invest your hard earned savings. Choice can trade via Interactive Brokers and Kraken from a single account.
Onramp Invest
Onramp Invest is an iPaaS (integration platform as a service) technology company providing access to cryptoassets for registered investment advisors. Our comprehensive cryptoasset management solution will enable advisors to help their clients safely, confidently, and intelligently invest in the new age all within their existing workflows and billing models.
