An Efficient Tech Stack Streamlines Legacy Building
Best-in-class wealth management tools to get your financial house in order so you can live your legacy.
What Tools Do Top Private Wealth Managers Use?
At Franklin Madison Private Wealth, we’ve seamlessly integrated a wide array of advanced technologies to provide you with a wealth management experience that’s as innovative as it is comprehensive.
Our tech stack is meticulously curated to ensure every service we offer is enhanced by the latest in digital sophistication.
Only the Best-in-Class.
Here’s a sampling of the tools we use:
- CoPilot: Secure communications and document portal.
- DocuSign: Digital document signing, ensuring security and efficiency.
- Zoom and Loom: For interactive and effective synchronous and asynchronous video communications.
- eMoney and RightCapital: Holistic financial planning tools.
- Cash Flow Planning (eMoney): Detailed analysis of your income and expenses.
- Wealth.com and Trust & Wills: Streamlining estate planning for moderately complex estates.
- Holistiplan: Providing in-depth tax review and uncovering comprehensive tax planning opportunities.
- Wealthbox: Personalized client relationship management system.
- Monday and ClickUp: Project and client workflow management tools.
- Schwab Institutional & Capitect: Investment custody and reporting platforms.
- Morningstar, Blackrock, Zacks, Schwab, CFRA: Extensive investment research tools.
- Portfolio Visualizer, Koyfin, TradingEconomics, Kwanti: Market research and portfolio analysis tools.
- DataPoints and Typeform: Tailored client questionnaires for deeper money insights.
- Mailchimp: Regular and informative client communications.
- Zapier: Enhancing productivity and process efficiency.
- AdvicePay/Stripe: Secure and streamlined payment processing.
- LLiS: Diverse insurance options for comprehensive asset protection.
- Investment Risk Tolerance (DataPoints): Evaluating and aligning your investment strategy with your investment risk preferences.
- iRebal: Advanced portfolio management and rebalancing tool.
- Plaid/eMoney: A complete and secure, integrated view of your financial data.
- MyStockOptions and Equity Grant Analysis (eMoney): Specialized in equity compensation management.
- Calendly: Simplifying and optimizing appointment scheduling.
- Charity Navigator: Facilitating philanthropic research and strategy.
- Custom Debt Management Models (eMoney): Tailored strategies for effective debt management.
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Technology at the Heart of Your Financial Success
Our approach at Franklin Madison Private Wealth is to harness the power of technology to make your wealth management journey not just efficient but also more insightful and tailored to your unique needs.
We are committed to using these and other appropriate tools to provide you with an unparalleled private wealth management experience and use tech in a meaningful way to optimize and create the life you’re after efficiently.
