Given the burgeoning pace of technology, a wide spectrum of specialty firms have emerged that offer advanced financial planning tools, expanded access to products and investment opportunities and back-office services to support independent firms like Florence Capital Advisors. Our partnerships with these specialists in the financial services industry give our clients access to a fully-integrated platform created to meet sophisticated objectives. We leverage and customize the right products and services for specific needs, providing a boutique client experience with global-scale resources.
EMoney Advisor provides technology and services that enable financial professionals to deliver scalable advice and build collaborative relationships with clients. Through the emX Product Suite, eMoney’s technology delivers a seamless digital wealth management experience anchored in an award-winning client portal, dynamic financial planning, powerful and protected data aggregation, deep integrations, robust analytics and more.
Winged Keel Group
Winged Keel Group is an independent life insurance brokerage firm that seeks to create and implement customized, multi-generational wealth accumulation and wealth transfer strategies for ultra high net worth families. We specialize in the structuring and administration of large life insurance and annuity portfolios that enable our clients to achieve their financial goals.
Addepar is the financial operating system designed to bring common sense and ethical, data-driven investing to our financial world. Addepar handles all types of assets in any currency so investors and advisors have a clearer financial picture at every level, all in one place. With customizable reporting, financial managers can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. With offices in Silicon Valley, New York, Chicago and Salt Lake City, Addepar works with more than 200 single and multi-family offices, wealth advisors, large financial institutions, endowments and foundations representing more than $500 billion assets under management.