{"id":6093,"date":"2024-03-21T20:15:09","date_gmt":"2024-03-21T20:15:09","guid":{"rendered":"https:\/\/invest-cloud.co\/?page_id=6093"},"modified":"2024-09-30T23:20:42","modified_gmt":"2024-09-30T23:20:42","slug":"naviplan-integrations","status":"publish","type":"page","link":"https:\/\/invest-cloud.co\/naviplan-integrations\/","title":{"rendered":"NaviPlan Integrations"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"6093\" class=\"elementor elementor-6093\" data-elementor-post-type=\"page\">\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-857976e e-con-full e-flex e-con e-parent\" data-id=\"857976e\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-a5e9d7c e-flex e-con-boxed e-con e-child\" data-id=\"a5e9d7c\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7e40ee0 elementor-widget elementor-widget-heading\" data-id=\"7e40ee0\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Integrations<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1cef850 elementor-widget elementor-widget-heading\" data-id=\"1cef850\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">(United States)<\/h6>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-43af320 e-flex e-con-boxed e-con e-parent\" data-id=\"43af320\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-b338e7d e-flex e-con-boxed e-con e-child\" data-id=\"b338e7d\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-08708ff elementor-widget elementor-widget-heading\" data-id=\"08708ff\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">All of your business solutions in one place<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ca0d358 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"ca0d358\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2fc6dc4 elementor-widget elementor-widget-text-editor\" data-id=\"2fc6dc4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>At NaviPlan, we believe in delivering the most accessible tools in the market to wealth managers, advisors, and planners of all kinds. Our integrations with leading technology providers will save you time, reduce the likelihood of errors, and, most importantly, allow you to spend more time in front of clients and prospects. We are continually developing new integrations to make your workflows as seamless as possible, so check back to see the latest efficiencies available for you and your business.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-d319a79 e-flex e-con-boxed e-con e-parent\" data-id=\"d319a79\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-95bc8a3 elementor-widget elementor-widget-heading\" data-id=\"95bc8a3\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Integrations<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-884b17e e-flex e-con-boxed e-con e-child\" data-id=\"884b17e\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-61b409d e-con-full e-flex e-con e-child\" data-id=\"61b409d\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cb1fdb9 elementor-widget elementor-widget-image\" data-id=\"cb1fdb9\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"160\" height=\"35\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/albridge.png\" class=\"attachment-large size-large wp-image-6437\" alt=\"Albridge - An Affiliate of Pershing\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-be5627c e-flex e-con-boxed e-con e-child\" data-id=\"be5627c\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-134c747 elementor-widget elementor-widget-heading\" data-id=\"134c747\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Albridge<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e22a770 elementor-widget elementor-widget-text-editor\" data-id=\"e22a770\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Albridge, an affiliate of Pershing LLC, is a leading provider of enterprise solutions, custom technology, and business consulting services to institutional and retail financial organizations and independent registered investment advisors.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-497bf08 e-con-full e-flex e-con e-child\" data-id=\"497bf08\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d944a11 elementor-widget elementor-widget-image\" data-id=\"d944a11\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"453\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_appcrown.jpg\" class=\"attachment-large size-large wp-image-6439\" alt=\"APPCROWN Logo\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_appcrown.jpg 961w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_appcrown-300x170.jpg 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_appcrown-768x435.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-dc63f89 e-flex e-con-boxed e-con e-child\" data-id=\"dc63f89\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2769284 elementor-widget elementor-widget-heading\" data-id=\"2769284\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">AppCrown\n<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e20e0e3 elementor-widget elementor-widget-text-editor\" data-id=\"e20e0e3\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Integrated Advisor Workstation and Apps to streamline and consolidate wealth management operations for automation of client management.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-eb848d7 e-con-full e-flex e-con e-child\" data-id=\"eb848d7\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-63ffd75 elementor-widget elementor-widget-image\" data-id=\"63ffd75\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"477\" height=\"144\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_envestnet.png\" class=\"attachment-large size-large wp-image-6440\" alt=\"ENVESTNET Logo\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_envestnet.png 477w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_envestnet-300x91.png 300w\" sizes=\"(max-width: 477px) 100vw, 477px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-0377d51 e-flex e-con-boxed e-con e-child\" data-id=\"0377d51\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d1638f6 elementor-widget elementor-widget-heading\" data-id=\"d1638f6\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Envestnet\n<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cd1e663 elementor-widget elementor-widget-text-editor\" data-id=\"cd1e663\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Envestnet, Inc. (NYSE: ENV) is the leading provider of intelligent systems for wealth management and financial wellness. Envestnet\u2019s unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-6e81b86 e-con-full e-flex e-con e-child\" data-id=\"6e81b86\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2e48a85 elementor-widget elementor-widget-image\" data-id=\"2e48a85\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"333\" height=\"94\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_morningstar.png\" class=\"attachment-large size-large wp-image-6441\" alt=\"MORNINGSTAR Logo\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_morningstar.png 333w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_morningstar-300x85.png 300w\" sizes=\"(max-width: 333px) 100vw, 333px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-ca63b49 e-flex e-con-boxed e-con e-child\" data-id=\"ca63b49\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ade7939 elementor-widget elementor-widget-heading\" data-id=\"ade7939\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Morningstar Office\u2120<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-12a85ee elementor-widget elementor-widget-text-editor\" data-id=\"12a85ee\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Morningstar Office\u2120 is Morningstar\u2019s complete practice and portfolio management system for independent financial advisors. This platform is designed to support the core aspects of an advisor\u2019s practice. It features robust portfolio management capabilities, sophisticated investment planning, and intuitive CRM tools.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-41097bc e-con-full e-flex e-con e-child\" data-id=\"41097bc\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4c5773d elementor-widget elementor-widget-image\" data-id=\"4c5773d\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"333\" height=\"148\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/mxlogooptsmall.png\" class=\"attachment-large size-large wp-image-6445\" alt=\"MX Logo\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/mxlogooptsmall.png 333w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/mxlogooptsmall-300x133.png 300w\" sizes=\"(max-width: 333px) 100vw, 333px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-a192c75 e-flex e-con-boxed e-con e-child\" data-id=\"a192c75\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b7011cb elementor-widget elementor-widget-heading\" data-id=\"b7011cb\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">MX<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1985c61 elementor-widget elementor-widget-text-editor\" data-id=\"1985c61\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>MX is the leading financial data platform enabling organizations to develop, launch, and power new money experiences. MX allows financial advisors and their clients to seamlessly import account data from thousands of financial institutions across North America\u2014and easily incorporate that data into financial plans.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-111acdb e-con-full e-flex e-con e-child\" data-id=\"111acdb\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-18f4916 elementor-widget elementor-widget-image\" data-id=\"18f4916\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"333\" height=\"92\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/orion_logo_short.png\" class=\"attachment-large size-large wp-image-6446\" alt=\"ORION Logo\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/orion_logo_short.png 333w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/orion_logo_short-300x83.png 300w\" sizes=\"(max-width: 333px) 100vw, 333px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-4778c09 e-flex e-con-boxed e-con e-child\" data-id=\"4778c09\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ca60552 elementor-widget elementor-widget-heading\" data-id=\"ca60552\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Orion Advisor Services<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-85b9a81 elementor-widget elementor-widget-text-editor\" data-id=\"85b9a81\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-fffb4cf e-con-full e-flex e-con e-child\" data-id=\"fffb4cf\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-08f6025 elementor-widget elementor-widget-image\" data-id=\"08f6025\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"333\" height=\"74\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_redtail.png\" class=\"attachment-large size-large wp-image-6442\" alt=\"REDTAIL Logo\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_redtail.png 333w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_redtail-300x67.png 300w\" sizes=\"(max-width: 333px) 100vw, 333px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-d412724 e-flex e-con-boxed e-con e-child\" data-id=\"d412724\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9020429 elementor-widget elementor-widget-heading\" data-id=\"9020429\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Redtail Technology\n<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9c4339b elementor-widget elementor-widget-text-editor\" data-id=\"9c4339b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the financial advisor.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-4e58081 e-con-full e-flex e-con e-child\" data-id=\"4e58081\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fc851e5 elementor-widget elementor-widget-image\" data-id=\"fc851e5\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"374\" height=\"135\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_schwabopenviewgateway.jpg\" class=\"attachment-large size-large wp-image-6443\" alt=\"SCHWAB OpenView Gateway Logo\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_schwabopenviewgateway.jpg 374w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_schwabopenviewgateway-300x108.jpg 300w\" sizes=\"(max-width: 374px) 100vw, 374px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-e88366b e-flex e-con-boxed e-con e-child\" data-id=\"e88366b\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-77b7f8c elementor-widget elementor-widget-heading\" data-id=\"77b7f8c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Schwab Intelligent Technologies<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b94fb04 elementor-widget elementor-widget-text-editor\" data-id=\"b94fb04\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Schwab Intelligent Technologies\u2122 offers flexible solutions to help meet your unique business needs.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-9b533d0 e-con-full e-flex e-con e-child\" data-id=\"9b533d0\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bc01f56 elementor-widget elementor-widget-image\" data-id=\"bc01f56\" 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Designed for efficiency and ease of use, the digital experience features a configurable intuitive interface; seamless integration with leading third-party tools and information; and anytime, anywhere access from your mobile device of choice.<\/p><p>NetX360\u00ae is Pershing\u2019s digitally enabled professional platform for broker-dealers, wealth managers and advisors. It is designed to help you work more efficiently, onboard and collaborate with clients more effectively, and stay connected on the go. It helps you easily manage accounts, deliver first-rate service and develop new revenue opportunities. 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