Partners
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. For more information about Albridge, visit www.albridge.com.
The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
FPA members are those who commit to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. They deliver advice using an objective, client-centered, ethical process. FPA membership consists of financial planners and all those who support the financial planning process. FPA's nationwide network of nearly 100 chapters encourage professional development and networking on a local level.
FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its Primary Aim while upholding the organization's bylaws. The Association's staff is dedicated to creating an unparalleled membership experience. FPA seeks staff who embody the organization's Core Values. For more information about FPA, visit www.fpanet.org.
Fiserv Investment Services is a leading global provider of investment and financial services technology. With over 80% of the Separately Management Account (SMA) industry and 70% of the Unified Managed Account (UMA) market, we understand the industry's challenges and are committed to offering solutions that help our clients increase efficiency and grow their business. Fiserv partners only with best-in-class providers of solutions that complement our industry-leading wealth management technology. We have identified LifeYield as one of those providers and are honored to be a partner. For more information about Fiserv, visit www.fiserv.com.
Pershing LLC (member FINRA, NYSE, SIPC) is a leading global provider of financial business solutions to more than 1,150 institutional and retail financial organizations and independent registered investment advisors. Located in 21 offices worldwide, Pershing and its affiliates are committed to providing dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management programs and service excellence. Pershing is a member of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Borse, the Irish Stock Exchange and the London Stock Exchange. Pershing LLC is a BNY Mellon company. For more information about Pershing, visit www.pershing.com.
WealthVest is a pioneering financial services distribution company offering a unique array of guaranteed products, value-added services and experienced sales consultants. WealthVest strives to make the best financial advisors even better by helping them achieve greater success for themselves and deliver increase value for their clients. With WealthVest's deep understanding of the needs of independent financial advisors, WealthVest has:
- Partnered with 13 leading product providers with a wide selection of innovative, guaranteed accumulation and income solutions.
- Assembled the most highly regarded practice management coaches in the industry — including Ron Carson, Tom Hamlin, Peter Montoya, Bill Good and Tom Hopkins. Advisors have access to these industry thought leaders for coaching and practice management through exclusive events such as training sessions and Wealth Tribes Coaching Groups.
- Brought together 44 highly experienced and savvy field sales consultants, located across the country to help advisors understand sales, marketing and product concepts and position solutions for advisors and their clients.
LifeYield's Tax-Smart Software
Helps financial advisors simplify and maximize clients' retirement income.
What People Are Saying
"The LifeYield team has a demonstrated track record of providing cutting edge business solutions through technology that will benefit advisors and their clients. They are experienced, savvy and once again, ahead of the curve."
Chris Davis, President, Money Management Institute