Wealth Portal doesn’t replace or compete with your existing systems. It simply brings all of the information compiled from your other systems together in one easy-to-use portal.

Because Wealth Portal doesn’t compete with other systems, we’re always looking for companies whose core competencies complement ours. We’ve formed strategic relationships with the following companies and recommend their products. For your convenience, these companies are listed by their areas of expertise.

Financial Planning Systems

Portfolio Modeling Systems

Client Relationship Managers (CRM)

Financial Services Marketing

Advisor Resources

Financial Planning Systems:

Plan Builder - financial planning software to develop comprehensive financial plans, quickly and easily. Create unlimited "what-if" scenarios - including Monte Carlo simulations illustrated with colorful charts and graphs.

Portfolio Modeling Systems:

AdvisoryWorld's integrated eFinance solutions will make investment planning a breeze.
From simple Portfolio Modeling to sophisticated Portfolio Optimization, Asset Allocation, Security Analysis, Financial Planning, Monte Carlo simulations and Style Analysis.

Financial Services Marketing:

Peter Montoya Inc is the only full service advertising agency specializing in financial services marketing. Since 1997, the firm has created over 3,000 custom marketing plans for financial advisors and developed 2,500 custom brochures, web sites, and logos. Peter Montoya Inc. employs more than 20 top-notch strategists, designers and writers to craft the most innovative, effective business development strategies and tools in the country for thousands of financial advisors.

Peter Montoya's newest service is MarketingLibrary.net. It offers weekly economic updates, client generation letters, invitations and more for only $10 per month! Even better, they may be already Compliance Approved by your Broker/Dealer. Contact your Compliance Department and ask if they support Peter Montoya’s MarketingLibrary.net.

Advisor Resources:

Benefits of Incorporation

Incorporation is a big step toward your success and the success of your firm.
Chances are you've considered the key benefits of incorporation:

* Protecting your personal assets through liability protection
* Saving money on your taxes
* Reducing your chance of an audit
* Establishing credibility with your customers

Incorporate Your Business Online with Ease and Confidence - Click Here

Client Relationship Managers (CRM)

Advisors Assistant is a comprehensive Client Management System that helps you keep in touch with your clients to keep them from straying to other advisors. It also helps you organize your office, work more efficiently, increase sales, and helps you keep track of all of your client's investments and insurance.