SkyOak Wealth partners with the best advisory based technology companies in the industry. We secure rights to these technologies and then we integrate them into our service offerings. Some of our technology platform partners include:
Orion is one of the leading advisory business platforms in the industry and supports a comprehensive suite of technology integrations and all of the predominant custodial firms. Orion has over $650 billion dollars of assets on its platform, serving over 2.5 million investor accounts.
Salesforce, the global CRM leader, empowers companies to connect with their customers in a whole new way. For more information about Salesforce (NYSE: CRM), visit: www.salesforce.com.
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the financial adviser. Redtail is bringing next-generation technology to the financial adviser to help them better manage their client base.
HiddenLevers is a risk technology platform, providing next-level applications, analytics and economic research for the wealth management space. With over $200 billion in assets on its platform, HiddenLevers offers client-facing and home office solutions aimed at financial advisors, asset managers, compliance teams and corporate treasuries. The cloud-based platform includes a cutting-edge macro-scenario library, portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. HiddenLevers remains a self-funded company, headquartered in Atlanta, Georgia.
Money Guide Pro is the financial planning product of PIEtech® who is dedicated to their mission – and focuses exclusively on helping advisors use financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals.
Advisors Excel takes a holistic approach to helping independent financial professionals build dynamic practices so they are free to create the businesses and lives they want, while helping their clients create their desired retirement lifestyles as well.
eMoney is a financial planning tool that offer a robust platform for doing in-depth financial planning and personal cash flow analysis