With 1,800 dedicated professionals, Schwab Advisor Services is a leading provider of custodial, operational and trading support to 7,000 independent registered investment advisors like SevenBridge Financial Group. With $1.13 trillion in assets under management (as of April 30, 2015), Schwab affords our clients the safety of its size and financial strength. By tapping its streamlined functionality, we’re free to focus on what matters most to you — secure custody and outstanding service — not back-office administration.
Dynasty Financial Partners is the premier integrated platform provider for the wealth management industry’s top independent advisors. We selected Dynasty because it is an established leader and innovator, assembling the operational resources, technological solutions, and broad selection of products and services needed to deliver a seamless experience to our clients. As a network of independent investment firms, Dynasty enables us to leverage our collective size to secure advantageous pricing and execution. Moreover, Dynasty allows us to preserve our autonomy, flexibility and entrepreneurial vision.
Envestnet provides customized, easy-to-read reports that are updated every business day. Envestnet helps deliver excellence in wealth management to improve client outcomes, at the same time, giving advisors the same access, tools and support-research, analytics, advice, and products that previously were available only to the institutional community.
PCS is a retirement plan record-keeper that offers a true conflict free platform, combining state-of-the-art technology with an experienced and dedicated team of flexible retirement plans available. With no conflicts of interests, PCS monitors and tracks your plan data as to prevent any issues before they happen and highlight opportunities for enhancement.
Renaissance Charitable Foundation provides customized charitable solutions and resources to Financial Institutions, Advisors, Individuals and Families. Not only creating the perfect environment to achieve charitable planning goals, but also allowing maximum flexibility in asset investment.
eMoney is a personalized planning tool that will assist us in providing the best strategic advice available to our clients with up-to-date and accurate financial information. This new interactive wealth management tool will track and monitor your financial plan on a daily basis.
eMoney’s services include:
- Personal website with 24 hour access to all of your financial information
- Account Aggregation with Budgeting
- Online Vault for storing documents
- Mobile account web access