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Advisor Credit Exchange (ACE)
The team at Advisor Credit Exchange (ACE) has led banking and lending businesses at wealth management firms for more than 30 years, culminating in the creation of the ACE platform and its launch with Envestnet in the year 2019. ACE's primary focus is to arm advisors with pre-qualified, advice-driven programs to provide loans to clients in connection with a select group of specially selected lenders. ACE significantly enhances the efficiency and effectiveness on the lending business for advisors. This partnership enables Envestnet enterprises and their advisors to offer pre-qualified loan offers for their clients over a range of loan types. Powered by ACE, the Envestnet Credit Exchange seamlessly connects select lenders with Envestnet enterprise clients, allowing advisors to deliver holistic advice by incorporating lending solutions into the wealth management process.
Fiduciary Exchange, LLC (FIDx)
Fiduciary Exchange, LLC (FIDx) is a technology-empowered network that seamlessly integrates the brokerage, insurance and advisory ecosystems. Envestnet Insurance Exchange is backed by FIDx that brings transparency, control, and convenience to annuity sales across the entire wealth management lifecycle so advisors can deliver truly comprehensive advice to their clients. FIDx's technology unites insurance carriers and wealth management platforms empowering advisors to fully integrate annuities and the benefits of insurance into clients' portfolios.
Broadridge Financial Solutions
Today’s modern enterprise is inundated with data, yet firms struggle to gain a holistic, consolidated view. Building on our Investigo legacy of clean data, comprehensive sourcing and actionable insights, Broadridge Data Aggregation and Financial Reporting is the only solution to offer you a true competitive advantage. We combine actionable data, historical and direct data feeds, with third-party sourcing to give you visibility into every asset type, including held-away information. Our team carefully cleans and reconciles your data to over 99.9% accuracy, maximizing reliability across your internal systems and within financial reports. Now you can support both front- and back-office operations with our golden source of data, confident that everyone has access to complete and current information.
Broadridge, a global Fintech leader with over $4 billion in revenues and part of the S&P 500® Index, provides communications, technology, data and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth.
Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. Nearly 10,000 financial advisory firms rely on Fidelity Institutional’s innovative technology and deep expertise to help more than 4 million investors make some of the most complex, important decisions of their lives. Fidelity Institutional's goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency and delivering insights that help to drive confidence, clarity and results.
Folio Institutional® is a division of FOLIOfn, Investments, Inc., a leading investment solutions and financial technology company. Folio offers an integrated brokerage and custodial platform featuring patented, state-of-the-art trading, portfolio management tools, and private placement capabilities. This platform supports financial professionals and institutions on both a full-service and technology-licensed basis, servicing billions of dollars of investor assets nationwide. With access to proven, highly scalable, online brokerage and investing solutions, professionals can efficiently maintain diversified portfolios of public and private securities, retain hands-on control over investments, manage tax liabilities, efficiently rebalance portfolios, produce reports, and promote compliance.
Pershing, a BNY Mellon company, and its affiliates provide global financial business solutions to advisors, asset managers, broker-dealers, family offices, fund managers, registered investment advisory firms and wealth managers. A financial services market leader located in 23 offices worldwide, we are uniquely positioned to provide advisors and firms global insights into industry trends, regulatory changes and best practices, as well as shifts in investor sentiment and expectations. Pershing provides solutions−including innovative programs and business consulting−that help create a competitive advantage for our clients. Pershing LLC (member FINRA/ NYSE/ SIPC), is a BNY Mellon company.
Schwab Advisor Services
Schwab empowers independent investment advisors to achieve more—for themselves, their firms, and their clients. For more than 25 years, we have worked side by side with advisors to help them reach beyond the status quo and to stand out in fiercely competitive markets. Today, we work with nearly 7,000 RIAs, and they entrust more assets to us than to any other custodian. We are committed to helping RIAs thrive. Schwab Advisor Services™ is a business segment of Charles Schwab & Co., Inc.
SunGard provides wealth management and retirement technology and services that help banks, trust companies, brokerage firms, retirement plan administrators and advisors accelerate asset growth and optimize operations to achieve better outcomes for the end investor. We provide solutions for client acquisition and communication, transaction management, risk and compliance, portfolio accounting, plan administration and reporting that can be deployed as stand-alone products, part of a unified platform, or outsourced services.
TD Ameritrade Institutional
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 5,000 fee-based, independent registered investment advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients. TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.
TD Ameritrade, Envestnet and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.