Seamlessly integrate industry services from other vendors into your Custom Client Portal! This Single Sign On (SSO) technology means your clients can login to your AdvisorFlex™ 2.0 Website to view the information you want them to see, without having to login again somewhere else. Become an MIAGD Partner Today!  | ACA Compliance Group (ACA) is a full-service compliance consulting firm that is committed to offering unparalleled regulatory compliance and GIPS verification services designed to satisfy the needs of investment advisers, private funds, investment companies, and broker-dealers. By partnering with ACA, our clients gain confidence from the knowledge that their compliance programs are being managed by a reputable company that has the skill, resources, and desire to help them build and maintain a quality infrastructure premised on robust processes and a culture of compliance. See their site. | | | |  | ActiFi, Inc.: The ActiFi Roadmap is a web based platform that helps financial firms identify, prioritize, and complete ALL the tasks they need or want to accomplish on a day-to-day or objective bases. The dashboard effectively helps you identify high level business objectives, drill down the details, while helping you track deadlines and accountability. The true value is ActFi’s industry knowledge. They have done a nice job thinking through all the industry needs and processes, to develop the platform that’s easy to use (out of the box) for industry professionals. Save time, while boosting profitability and team moral. Integrate your MIAGD marketing & technology objectives into the ActiFi Roadmap! See their site. | | | |  | Advisor Exchange delivers the most powerful account aggregation solution available to financial advisors. We aggregate data from over 10,000 financial institutions, allowing you to provide clients a financial course that takes into account their entire financial picture. Once client data is aggregated, Advisor Exchange can export this data into virtually any technology you use to run your office giving you and your staff more time to spend directly with your clients. See their site. | | | |  | AdvisorMine: AdvisorMine helps Investment Advisors maintain efficient, effective communication with their clients on a regular basis. It's a web-based presentation, prepared every calendar quarter, that includes a comprehensive review of the financial markets, topical articles and a custom message directly from the Investment Advisory firm (optional). Each presentation is designed to match the firm's logo and colors, so it promotes brand recognition and the concept of "value added through education". Each presentation is prepared, upload it to the web, and sent to the advisory firm through email. All the advisor needs to do is forward it to their clients, prospects, etc. It can be used to either replace or compliment the firm's existing communications. Easily add AdvisorMine Presentations to your AdvisorFlex™ 2.0 Website! Watch a Demo | Subscribe | | | |  | Albridge Solutions: For financial institutions and advisors seeking a competitive service advantage, Albridge provides enterprise wealth management services that deliver an accurate, single view of all of their clients' assets. Albridge consolidates client account data from hundreds of disparate sources — proprietary, banking, brokerage, insurance, retirement, alternatives, trusts, etc. — making it the industry's most scalable and reliable enterprise wealth management solution. Albridge enables firms to leverage the speed to market of a proven solution with an open architecture for maximum interoperability with your existing technology. With Albridge, you can focus on your core business, while we focus on delivering accurate data to help you expand and deepen relationships with your clients. See their site. See their site. | | | |  | AllBackoffice Consulting: AllBackoffice Consulting is a boutique outsourced back office and consulting firm committed to providing the highest quality service in the industry. The direct benefit to our advisors is that you can be sure we are focused on what matters most to you, delivery of premium service to your clients. By focusing on service, we can help you benefit from best of breed technologies. Through our partnership with the best technology providers, we help you leverage each vendor to achieve its highest use and deliver on core strengths. Our ongoing due diligence and proprietary improvement process provides us with a strategy to help your practice stay laser focused on your goals while experiencing constant evolution. See their site. | | | |  | Alliance of Cambridge Advisors, Inc,: ACA is the only community of fee-only financial advisors focused on the holistic planning strategies that create true wealth for advisors and their clients. The ACA approach to holistic planning focuses on the major financial concerns of each client and how those issues interrelate. Financial advisors join ACA for the systems, training, and community support that help them build their ideal practices. Individuals seek the services of ACA members because they are highly qualified, ethical advisors who provide comprehensive, conflict-free services. MIAGD is an Alliance of Cambridge Advisors, Inc. (ACA) website designer / developer. See their site.
| | | |  | The American College is a non-profit educational institution with the highest level of academic accreditation dedicated to leadership in innovative training and development for financial services professionals. The College is distinguished by resources of the highest quality, innovation in program delivery and design and results that create sustainable advantages for our customers. Serving as a valued business partner to banks, brokerage firms, insurance companies and others for 80 years, The American College has assembled a faculty of the foremost thought leaders in the industry to help companies and their employees succeed. See their site. | | | |  | AssetBook is the premier Software as a Service (SaaS) portfolio management system for investment advisors. AssetBook provides advisors with a combination of web based software and personalized service. The result is a flexible, dynamic portfolio management and reporting platform. Traditionally many advisors spend as much as 80% of their time maintaining their portfolio management systems. AssetBook does the work for advisors. Your business is to manage your clients’ investments and relationships. AssetBook’s business is to manage and organize advisor’s client data and provide easy to use reports that help advisors manage their clients and relationships. AssetBook is the complete SaaS for advisors looking to minimize their administrative demands and maximize their client interaction. See their site. | | | | 
| Back Office Advisor, LLC: Founder and President Ginny Hudgens starting this company is to help advisors build on what they already have in place by assisting them in pulling the pieces of the puzzle together. There are generally six main areas that impact your ability to “live your vision of your ideal firm”. Most of you have already done a terrific job at putting these pieces in place but eventually, the challenges of running your firm and trying to grow your firm come into direct conflict. It can help to have an objective third party who’s been right where you are take a look at things from a broader view. All too often, we get bogged down in the day to day running of the firm and forget why we’re doing all of this. My job is to help you remember why you’re doing all of this hard work, to stay focused on your goals and then move forward again. See their site. | | | | 
| Beneficial Concepts Group is an operations management consulting firm working exclusively with financial services firms. We act as a firm’s outsourced Director of Operations or Chief Operations Officer by providing firms with professional operations management for growing or streamlining their financial services practice. Our key deliverable is implementing and monitoring solutions. With professional operations management, firms will have proactive, consistent, efficient and accountable operating systems and people in place. This will allow the owner or senior planners of these firms to spend more time on high value client relationship activities, growing their business and strengthening relationships with their clients. See their site. | | | |  | BridgePortfolio®: Cure Your Back Office Blues with BridgePortfolio. BridgePortfolio works with advisors to eliminate the hassle of portfolio accounting and reporting. Services include; Performance reporting, Manager-level reports, Drift and asset allocation reports, Prior-day performance and appraisal reports, Daily reconciliation, Cost basis and tax reporting, Automated account billing and fee calculation, Custom reporting options uploaded to a private-labeled web site, and Historical data conversion. See their site. | | | |  | Bridgeway Learning Systems, Inc. offers 2 unique services to financial and insurance firms. CAPS (Communication Awareness & Persuasion Skills) helps you reach your full potential and achieve the outcomes you want. Improved communication skills help you to develop longer lasting client relationships, more productive work teams and stronger personal relationships. RMI (Risk Management Insights) is a Client Centered process that is proven to increase the sales of additional lines of business in the multi-line insurance and financial planning community. It fully integrates marketing with sales and client development. RMI™ provides proven methods, strategies and selling tools that help you attract, serve and keep more clients. See their site. | | | |  | By All Accounts provides Acquisition & Assembly of Reconciliation-Ready Data. Founded in 1999, ByAllAccounts delivers reconciliation-ready data to investment management and advisory firms. Using innovative expert system technology, we provide an unparalleled access to financial account data from thousands of custodians and enable efficient and timely account reconciliation, performance analysis and consolidated reporting. We help you build stronger, more profitable relationships by providing timely, personalized levels of service and better advice based on a more complete understanding of your clients' assets. We have set a new standard in financial data assembly, providing an offering that is innovative in its approach to collecting, normalizing, interpreting and categorizing transaction-level information -- information brought to you in a timely and wholly useful way. We enable you to improve efficiencies, grow your business, and leapfrog your competition. See their site. | | | |  | Cash Edge: The Wealth Management Suite provides wealth management firms, brokerages, private banks and financial advisors with applications to maximize the profitability of their practices and more efficiently serve their clients. This suite includes complete data consolidation and funds transfer. Developed specifically for the sophisticated needs of investment professionals, the Wealth Management Suite brings data aggregation to the next level. It delivers an unprecedented ability to harvest data from investment institutions and enhance that data to the standards demanded by advanced wealth management applications through such methods as mapping security names and ticker symbols to CUSIPs. The data consolidation can be used on a stand-alone basis or directly integrated into financial planning and portfolio management applications. See their site. | | | | 
| College for Financial Planning: As a private, for-profit educational institution, the mission of the College for Financial Planning® is to provide accessible and flexible degree, non-degree, and continuing professional education programs to our students. Our philosophy of professional education emphasizes the relationship between theory and practice in providing students with the conceptual foundations and practical skills necessary to adapt to changes in societal needs and keep pace with the evolving fields of finance and financial services. Our typical student will offer, on a personal or corporate level, financial counseling and related services, or implement financial recommendations pertaining to investments, insurance, retirement, tax, and/or estate planning. See their site.
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| Discovery Database: Since its inception, Discovery - The Financial Information Group Inc. has been providing sales and marketing tools to the country's leading financial institutions. Discovery is the industry standard database of financial intermediaries used by mutual fund companies, broker/dealer firms, fund administrators, insurance companies, trust companies and banks. The Discovery products are intuitive and powerful Web-based databases allowing users to select from the complete registered investment adviser universe, which currently consists of 28,728 firms; locate over 540,000 registered representatives; identify the entire broker/dealer community of 5,582 firms; access over 1.3 million insurance agents; search all 8,917 trust companies and banks. These comprehensive databases enable users to create customized segments, conduct analytics, identify qualified prospects and increase client base through profiling and segmentation. See their site.
| | | |  | Distribution Systems, Inc.: DSI has worked with many financial institutions in helping them set the foundation for growth. The “foundation” or the strategic planning is extremely important, however, it does not lead to the end result. IMPLEMENTATION is the key! We help you build the foundation and then work with you on the implementation based on your needs and where you would like to take the business. Typically, DSI will spend one day and walk through the framework to get the foundation in place. Once the workshop has been completed, DSI will coach you through the design of the appropriate tactics; hold you accountable to those tactics and goals that you set at the team and individual level. Implementation accounts for over 90 percent of the success of the plan. You have the opportunity to work with experts that have combined experience of over 50 years of using this process and been successful in various industries. We also have additional marketing and sales tools and business solutions that we would be happy to discuss with you and how they might fit into the planning and implementation process. See their site. | | | |  | E-Assist is the first complete business workflow platform for the wealth management market, including independent broker dealers (IBDs), registered investment advisors (RIAs) and independent agents. E*Assist's platform is unique. We automate firm's many workflows including marketing, client servicing and compliance activities. Our powerful collaboration capabilities seamlessly connect home office with the reps and advisors in the office or in the field, allowing each to request, complete and track activities including compliance tasks, client service requests and marketing events without the inherent limitations of email. See their site. | | | |  | eMoney 360Pro provides complete cash flow based planning for financial advisors. Easily create comprehensive plans that are up-to-date and delivered to your high net worth clients through a personal financial homepage. Additional features and functions unmatched in the industry can help you quickly gain the coveted position as your client’s primary trusted advisor. eMoney 360 concentrates on specific financial analysis that is modular and goal based. Simply create independent and effective presentations to demonstrate client needs and cultivate opportunities. This dynamic tool will help clients set financial goals and monitor progress toward goals allowing you to become your client’s primary financial advocate. See their site. | | | |  | Equis Institutional Technology is a web based portal that allows advisors to manage relationships from lead to client. The proposal generation system provides asset allocations based on answers to the risk tolerance questionnaire. But advisors, with input from their clients, can adjust the client's asset allocation, allowing for flexibility and individualization. Our proposal generation system provides beautifully produced, analytical, customized proposals based on a client's current portfolio and objectives. Online reporting is integrated with the proposal system so that the proposed and recommended holdings can be easily compared. See their site. | | | |  | Forefield Advisor™ is a sales, education, and client communication tool that enables financial advisors to deliver current, concise and compliant resource to their clients. Forefield Advisor provides access to more than 3,000 resources made up of over 2,300 articles, 200 illustrations and tables, 200 interactive calculators, and over 400 presentations. Resources are continuously updated to reflect current legislation and industry trends and all are written to satisfy FINRA compliance requirements. All of our resources can be searched with a Google-like search engine and they are also organized by 17 life events and 10 financial goals. See their site. | | | | | |  | Fusion Advisor Wealth Portal makes you a better wealth manager. Why? Because this secure, web-based portal offers a real-time snapshot of all of your clients’ assets: investment accounts, checking and savings accounts, real estate holdings, collections of art, cars, or jewelry, and more. Wealth Portal captures your clients’ complete financial picture on one easy-to-navigate dashboard. You’ll manage your accounts more efficiently, gain a competitive edge, and increase your earnings while increasing your clients’ wealth. See their site. | | | | 
| The Garrett Planning Network Inc. is an international network of fee-only financial advisors and planners. We are independent advisors and our goal is to make competent and objective advice accessible through hourly as-needed financial planning. Our financial advisors bring the shared wisdom of a broad based network with significant experience in financial planning and investment management. Garrett members believe that everyone can benefit from professional and objective financial advice. It doesn’t matter if that advice involves answering one question or helping to develop and manage a lifelong financial plan. MIAGD is a Garrett Planning Network website designer / developer. See their site. | | | |  | IFC National Marketing, Inc.: Are you looking for insurance products to sell? IFC National Marketing provides Insurance Agencies, Financial Firms, and their Advisors with the tools to compare and sell multiple insurance products from top rated insurance companies. That means regardless of your prospect’s preferences or circumstances you will have solutions that help you make appropriate recommendations and build long-term client relationships. See their site. | | | |  | Impact Communications, Inc.: Want to expand your client base? Increase your assets under management? Shift your focus to a more targeted market niche? Are you wondering how to expand your referral network? Do you want to appear in the media as an expert in your field? These are important goals and they are all attainable with the right marketing strategy. We can help you create that strategy and guide you as you implement it. Quote: "At Impact Communications, our mission is to ensure that financial advisors achieve their goals. Since 1988, my team and I have worked with a select group of advisors and financial planners to improve their positioning, boost visibility and earn market share. We help our independent advisors to build strong public perceptions, because we know that eventually perception becomes reality. We help you to focus on your clients and their needs and to clearly identify the value you bring to them." - Marie Swift, Founder See their site. | | | |  | JATAJ: Are just starting out in the business and need some help? Or maybe your thinking about converting to a Fee-based business? The JATAJ Wealth Advisors Network is a consulting service that helps with everything from setting up your RIA to outsourcing the solutions you need. Benefits include: A Resource Directory of companies that support the Independent RIA. Articles written by some of the industry’s movers and shakers. Podcasts of interviews with industry experts. An email list joining our community of members to share best practices. An email listserve joining our community of members to share best practices ideas ideas, and more. Get your free hour of consulting today! See their site. | | | |  | Junxure: CRM Software’s flagship product, Junxure is an office management system designed to address the specific needs of the financial advisors’ office. Junxure has been designed and developed by successful financial planning professionals. It combines office management features with workflow automation functions to enhance the efficiency of your office. Junxure makes it possible to provide a much higher level of service and communication to clients without increasing firm costs. Junxure’s powerful office management and automation systems organize your client and prospect information, and then let you take action on it. See their site. | | | |  | The coaching and consulting experts at KaneCarlton have over a century of combined experience in wealth management solutions to investors. We go well beyond theory in working with our clients, to provide practical, no-nonsense solutions to make your practice flourish; whether you are an advisor within a larger institution, a "single shingle" practitioner or boutique advisory practice, we bring the expertise you need to increase revenue, enhance scalability, reduce costs, improve efficiency and create competitive distinction. See their site. | | | |  | Laser App combines state of the art form filling technology with a current library of industry related forms. Forms are maintained by Laser App, so reps can focus on their clients, rather that filling out paperwork. Laser App makes it simple to use your existing client data to automatically populate the forms you use most. Laser App seamlessly integrates with a variety of client database programs, CRM software applications, broker-dealer and product carrier websites. See their site. | | | | 
| Million Dollar Marketing System: My name is Annette Bau and I’ve been a successful advisor for more than 20 years. My niche markets are Affluent Women and Successful Business Owners. I know what it takes to create a practice that flows with ideal clients whom you are meant to serve. For the last 5 years, I’ve worked with top financial advisors from all over the world, training and coaching them on how to find more qualified clients, grow their businesses, and close more sales. I’m also a Millionaire Expert. My ongoing, revealing interviews with millionaires are available in the popular audio series, Defining Millionaire Moments: How One Choice Can Change Your Life Forever. See their site. | | | | 
| Money Guide Pro: MoneyGuidePro is the first collaborative internet-based financial planning software that makes this easy to accomplish. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor. At PIEtech, we develop financial planning software for financial advisors. Since we believe that everyone can benefit from professional financial advice, we don't try to replace the advisor with software. In fact, it's just the opposite. Our goal is to enhance the advisor's value by enhancing the value of the financial planning process for each client. See their site. | | | |  | Money Tree Software: You need the right financial planning software to fit each client. You need software that is easy to use and comprehensive. Money Tree makes financial planning software and retirement planning software that planners have relied on for over two decades.We understand your business. We know you need to give clients answers without excessive data input; that you demand accurate reports and practical solutions that allow you to run your business efficiently. See their site. | | | |  | My Virtual COO provides Custom Fit For Small & Mid Size Businesses. We get the job done. Use our expertise as little or as much as you need. If you need someone to organize your operations, technology or marketing and want to increase profitability, you can view our process or contact us. Services include: Client Acquisition & Branding, Business Strategy, Operations & Technology Integration. See their site. | | | | 
| NetDocuments offers organizations of all sizes a web-centric, SaaS (Software-as-a-Service) document, email and records management service, including extranet services. Documents can be easily and securely shared with clients and others, and documents are protected and backed up in redundant, world-class data centers to ensure built-in business continuity. Documents can also be backed up locally on your network using the NetDocuments Local Document Service. NetDocuments' feature-rich and unique service is designed for law firms, real estate and financial service firms, health care, corporate workgroups and small businesses of all types. Overview Video | Financial Services Video | See their site. | | | |  | National Regulatory Services is dedicated to offering the most efficient, technologically up-to-date, cost-effective and business-focused products and services available to the financial services industry. For almost a quarter of a century, NRS has been providing investment advisers with products that assist firms in meeting their compliance challenges. While our compliance solutions have changed to take advantage of technological advances, the expertise behind those products is the same. We pride ourselves on offering the most comprehensive solutions to help firms meet their regulatory requirements and we will continue to use the technology available to us to create solutions that make your business more efficient with less effort and integrate compliance wherever possible into all aspects of your business. See their site. | | | |  | Orion Advisor Services, LLC: As a comprehensive back-office solution created by and for fee-based advisors, Orion's service bureau and portfolio management system is customizable to fit your RIA's business model and scalable to meet your growing needs. We handle tasks like daily database reconciliation, statement generation and delivery, and advisory fee billing, allowing you to redirect efforts towards building client relationships and managing money. Our Internet-based system provides your staff with immediate access to client data, extends your firm’s brand with a private-labeled web portal, and delivers powerful tools like a highly customizable reporting engine, built-in CRM and document imaging programs, and out-of-the-box integration with a number of financial planning applications. See their site. | | | |  | ProTechnology is an industry leader for developing custom forms and form platforms for financial advisors. From monthly account statements to unscheduled letters and notices, ProTechnology solutions provide a centralized way to automate the generation of various types of correspondence while helping to ensure the integrity, authenticity, and confidentiality of personal information. As a result, your firm is able to make personal connections with customers while building their trust in electronic documents and online offerings. Watch the Document Automation Presentation. See their site. | | | |  | Redtail Technology, Inc. delivers web based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention Services. Offered as a subscription service its deployment is rapid and features are flexible to meet specific needs of the independent Financial Professional. Redtail's high-performance platform is compatible with all environments and it integrates with popular industry financial solution companies. See their site. | | | | 
| ScheduleOnline can act as your stand alone client portal. Especially if you are looking for a solution that you can easily add on to your current website. Power scheduling with automatic conflict checking and the ability to view other online calendars. Have centralized administration of sensitive data of people, departments, communities, shared groups, and resources. Schedule meetings with or be scheduled by people from any company, community or groups to which you belong. Synchronize your online calendar with your Palm handheld and Outlook Calendar. See their site.
| | | |  | TradePMR is a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients. Our technology provides an integrated web based workstation enabling RIAs to run their practices more efficiently and effectively. TradePMR leverages its affiliate companies, TradePMR Bank and TradePMR Retirement, to offer RIAs and their clients fee based banking and 401k solutions. See their site. | | | |  | Wealth Management Marketing offers a full spectrum of marketing services for independent financial advisors. We collaborate with clients to develop effective marketing plans and provide the back office support required to implement the strategies. Our specialty is working with advisors to help grow their businesses by leveraging existing client and business partner relationships as well as using social media marketing strategies to develop new relationships. See their site. | | | |  | Wendy J. Cook Communications offers writing, editing, presentation and related services expressly for the fee-only, passive/DFA, Registered Investment Advisor firm community. By focusing on this niche, Wendy effectively helps these firms communicate their distinct messaging to clients, prospects, media and the general public using traditional and leading edge communication resources ranging from print to social media/Web and e-newsletter forums. See her site. |
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