In our twenty-four plus years in business we have worked with a variety of companies, organizations, and software solutions. On this page you will find companies that we have proudly aligned ourselves with and would recommend should you be looking for new solutions and resources to help improve and grow your firm.  Most of these we are Affiliates with, so please click on the link provided so they know who recommended them.

Virtual Office News, LLC, is the publisher of the “T3 Technology Tools for Today” Newsletter and Conference. David Drucker and Joel Bruckenstein, two of the financial planning industry’s best known practice management and technology gurus, bring you a monthly e-newsletter that is filled with useful Technology and Outsourcing solutions for creating a profitable Virtual Office. They also host the Industry’s “Technology Tools for Today” conference every year.

Redtail CRM and Imaging is a web-based, easy-to-use client management and document solution designed specifically for Financial Professionals.


Secure online email marketing and more! Keep in touch with clients and prospects with e-newsletters, press releases, product announcements and more.