Advicent: Financial Planning to Improve Conversation between Advisors and their Clients

The provider of SaaS technology solutions for the financial advice and planning industry in the United States and Canada.

Ionlake: Text Communication Platform Built by an Advisor for Advisors

Ionlake provides financial advisors with MyRepChat, a solution to compliant SMS texting. MyRepChat is a fully compliant SMS texting platform for a BYOD environment.