E*TRADE Financial Corporation
E*TRADE is a leading financial services company and pioneer in the online brokerage industry. Having executed the first-ever online trade by an individual investor more than 30 years ago, the Company has long been at the forefront of the digital revolution, focused on delivering complete and easy-to-use solutions for traders, investors, stock plan participants, and registered investment advisors. Founded on the principle of innovation, E*TRADE aims to enhance the financial independence of traders and investors through a powerful digital offering and professional guidance—over the phone at two national branches and in person at 30 E*TRADE branches across the United States.
Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.
Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC®. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software and Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines leading practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions.
More than 92,000 advisors and more than 3,500 companies including: 15 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.
For more information on Envestnet, please visit www.envestnet.com.
A global leader in financial services technology for 35 years, Fiserv (NASDAQ:FISV) Investment Services provides solutions to wealth and asset management firms and their advisors to help investors achieve their financial goals. Our technology platform includes: financial planning, proposal generation, client onboarding, model management, portfolio management, trading, portfolio accounting, post-trade processing, performance reporting and fee billing. Fiserv connects 20+ Broker-Dealers, 150+ Asset Managers and 60+ Custodians and trading interfaces, creating the most robust network in the industry. Fiserv is a FORTUNE® Magazine World's Most Admired Company for six consecutive years since 2014.
LifeYield LLC, the leader in tax-smart household management and creator of the Taxficient Score®, helps forward-thinking financial firms, advisors, and investors make and keep more money. The Company's software takes a comprehensive view of investors' assets and provides simple tools to help improve their financial health. The LifeYield Advantage Suite of asset-optimizing software programs and sales tools includes: Proposal Advantage®, Portfolio Advantage®, Income Advantage®, Opportunity Advantage® and Social Security Advantage®. Based in Boston and founded by acclaimed finance and technology industry experts, LifeYield is passionate about helping people live the retirement of their dreams. For more information, please visit www.lifeyield.com.
BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of 23 offices worldwide, Pershing provides business-to-business solutions to clients representing more than 6 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. Founded in 1983, Carson Wealth has grown to become a Barron’s Hall of Fame firm, serving clients through holistic financial planning, disciplined investment strategies, and proactive personal service. Founded in 1993, Carson Coaching is a leading national financial advisor coaching and resource program designed to help growth-minded advisors build their businesses through coaching support, tested tactics, and accountability that drive proven results. Founded in 2012, Carson Partners simplifies the complexity of running a wealth management firm by managing and executing marketing, compliance, technology, investment management, and operations for advisor firms.
All three organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted in financial advice. For more information, visit www.carsongroup.com.
LPL Financial is the nation’s largest independent broker-dealer, a leading retail investment advisory (RIA) firm and a top RIA custodian. LPL Financial provides independent financial advisors and financial institutions the technology, research, clearing and compliance services, and practice management support and capabilities that empower them to be successful serving the needs of their clients. LPL Financial supports advisors across a range of business models, enabling them to provide objective financial guidance to millions of Americans seeking wealth management, retirement planning, financial planning and asset management solutions. For more information about LPL Financial, visit www.lpl.com.
Merging digital and human advice to better serve your clients
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