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.
Practifi is the business management platform for financial advice. Secure, reliable, and massively scalable, Practifi is built for growth.
Practifi is powered by Salesforce lightning. Practifi's industry specific business management platform provides the ecosystem and end-to-end support wealth management firms need to scale. For more information about Salesforce (NYSE: CRM), visit: www.salesforce.com.
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