Advisor Technology Integration

Axos Advisor Services is an RIA custodian with a singular goal: to provide firms with the individualized attention, intuitive technology, and knowledgeable consulting support you need to take your business to the next level and beyond. Axos Advisor Services are committed to knowing and having personal relationships with RIA clients and to providing outstanding support to firms of every size. Axos Advisor Services focuses on delivering flexible solutions, responsive service, innovative technology, and competitive pricing. Axos Advisor Services experienced team provides relationship-based service, getting to know each business to provide the support needed. Axos Advisor Services powerful, yet easy-to-use technology gives financial advisors access to everything they need in one easy-to-use interface.

Morningstar® ByAllAccounts(SM) aggregation service provides innovative data aggregation technology to connect financial institutions to leading portfolio management platforms. By providing a unified view of a client's assets we enhance an advisor's ability to provide holistic advice.

Jefferson National partners with ByAllAccounts in order to offer advisors the capability of getting annuity data aggregated and included in the feed to the advisor's platform or portfolio management system.

DocuSign® is changing how business gets done. DocuSign empowers anyone to transact anytime, anywhere, on any device with trust and confidence. Our eSignature software and Digital Transaction Management platform enable organizations of every size, industry and geography to accelerate contracts, approvals and workflows. DocuSign keeps life and business moving forward.

In today's warp-speed world of electronic trading, Advent's Moxy trade order management system is your firm's command and control center – a centralized platform for making and executing trading decisions quickly and confidently. With tools for portfolio modeling, rebalancing and drift analysis that feed directly into trade creation, Moxy streamlines your trading workflow while giving you control and visibility across the entire process, from asset allocation through settlement.

Jefferson National has partnered with Moxy so that you can rebalance and trade your Monument Advisor accounts using the Moxy software.

Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm's technology solutions empower more than 700 advisory firms with total assets under administration in excess of $225 billion, from more than 1 million individual accounts.

About the Partnership
The Orion platform now receives direct data feeds for advisors using Monument Advisor, cutting costs, simplifying accounting and reporting, and providing a consolidated view of their entire portfolio with instant access to real-time data.

SS&C Advent is a global provider of investment and financial software-enabled services and software, delivering innovative technology to advisors and wealth managers to help clients thrive and grow their business. Jefferson National has been a long-standing partner in our Advent® Custodial Data program, which brings Jefferson National's transparent data right into the Black Diamond wealth platform, Advent Portfolio Exchange, Advent OnDemand, or Axys.

Laser App is the premier e-forms provider in the financial services industry. Laser App creates highly integrated solutions that combine state-of-the-art forms-filling technology with its massive library of industry related forms. Financial forms are filled instantly and with consistency, reducing the redundancy of data entry.

Quovo is an online data aggregation platform that extracts, normalizes, and enriches data from any account type – banking, credit card, retirement, custodial, self-directed brokerages, 529, 401k, annuities, insurance, and more.

With the newest cloud-based technology in the industry and an elegant user experience, Quovo bridges the gap between advisor-focused portfolio management and client-focused personal finances -- powerful enough for rich performance reporting, while broad enough to track goal planning and budgeting (including spending categorization).

Quovo's seamless integration and intuitive dashboard for managing data connections makes aggregation a streamlined, efficient process, rather than a complex, time-consuming chore. And enhanced data science features such as a universal security master, deep transaction normalization, and corporate action reconciliation provide advisors with rich, high quality account data.

Raymond James Investment Advisors Division (IAD)

The Investment Advisors Division (IAD) was established by Raymond James in 2001 to provide comprehensive custodial and support services to independent, fee-based Registered Investment Advisors, portfolio managers, financial planners, trust companies and accountants. Raymond James is uniquely positioned as a full service clearing and custodial firm and has the ability to deliver wealth management services, turn-key technology, custom lending solutions, research, marketing support, investment banking and clearing services to both individuals and institutions.

The power of intelligent rebalancing
iRebal, the Intelligent Rebalancer, is a rule-based rebalancing application. iRebal is available as a fee-for-service solution to support multiple custodians, or as a web-based version available at no additional cost through Veo® for accounts custodied with TD Ameritrade Institutional. iRebal's highly customizable approach can help you gain consistency and efficiency across your firm's investment operations, reduce operational costs for trade order management and allow you to spend more time on growing your business at a faster pace–without adding additional back-office staff for trading.

Jefferson National has partnered with iRebal so that you can rebalance and trade your Monument Advisor accounts using the iRebal software.

Advent, a business unit of SS&C Technologies, is helping over 4,300 investment firms in more than 50 countries–from established global institutions to small start-up practices–to grow their business and thrive. Delivering unparalleled precision and ahead-of-the-curve solutions for more than 30 years, we help firms minimize risk, work together seamlessly with our clients, and help shape the future of investment management. For more information on Advent products visit www.advent.com.

DST Vision is the preferred financial intermediary site providing no-cost access to client account information from more than 400 mutual fund, annuity, and alternative investment companies. For more information, visit www.dstvision.com.

DST FAN Mail provides advisors and broker-dealer back-offices the transactional and position information necessary to populate portfolio management systems and proprietary databases. For more information, visit www.dstfanmail.com.

About DST Systems
DST Systems, Inc. is a leading provider of sophisticated information processing and servicing solutions to companies around the world. Through its global enterprise, DST delivers strategically unified transactions and business processing, data management, and customer communications solutions to the asset management, brokerage, retirement, and healthcare markets. Headquartered in Kansas City, MO., DST is a publicly-traded company on the New York Stock Exchange. For more information, visit www.dstsystems.com.

Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm's technology solutions empower more than 700 advisory firms with total assets under administration in excess of $225 billion, from more than 1 million individual accounts.

About the Partnership
The Orion platform now receives direct data feeds for advisors using Monument Advisor, cutting costs, simplifying accounting and reporting, and providing a consolidated view of their entire portfolio with instant access to real-time data.

Through an arrangement with Pershing Advisor Solutions, Jefferson National Life will help you review clients' annuity needs and facilitate the back-office work. Once the annuity is purchased, the contract information will reflect on investors' investment account statements and in the holdings page on NetX360®.  Investors with access to NetXInvestor™ will also be able to view the annuity position on the holdings page.

Quik! is a forms automation solution from Efficient Technology, Inc. Providing access to an extensive library of financial forms, Quik! allows you to bundle forms, prefill them with existing customer information, and forward that data to the back office for processing. This simplifies the process, saving time and can reduce costs by 75% or more.

Envestnet's Advisor Suite Platform streamlines the wealth management process, bringing unparalleled flexibility, accuracy, performance, and value. Our open-architecture design gives you access to multiple providers, investment programs, investment products, and custodians. And, our innovative technology addresses your front-, middle-, and back-office needs.

Through the Envestnet Advisor Suite, you can leverage advisory tools, advanced portfolio solutions, data aggregation and analytics, practice management and reporting capabilities, and more to help deliver better outcomes to your clients.

Ndex's fully integrated system supports both single and multi-custodial platforms. Its best-in-class design supports Portfolio Management, Customer Relationship Management, Securities Management, Trade Order Management, Compliance, Fee Management, Operations and Reporting for our clients. Ndex's adaptable platform is well positioned for expansion and supports operations worldwide.

The Ndex solution is designed to support the full wealth management lifecycle in a single, easy to use system. It has been proven to improve operational efficiency and effectiveness. Ndex allows institutions to build upon the expertise of their employees while supplying the tools to help them succeed.

Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors.  We work with advisors of all sizes, regardless of the amount of assets being managed. Today, SSG serves over 1,250 independent RIA firms in all 50 states,  We offer a full range of brokerage and technology services, including access to the Jefferson National Monument Advisor no-load variable annuity.

WealthTechs is a financial technology company providing custodian data processing solutions to investment advisors. Advisors require daily customer account data from custodian banks and broker dealers to feed their mission critical IT tech stack systems like: portfolio accounting, compliance, trading, reporting, billing and CRM. WealthTechs' custodian data aggregation and normalization platform coupled with WealthTechs' intelligent data transformation software seamlessly integrates with most popular advisor systems such as Axys, APX and Geneva from SS&C, AssetBook, Schwab Portfolio Center, WealthSite, or advisor's custom systems. Due to WealthTechs' innovative technology, high quality data and deep cost savings, advisors exponentially increase their profits over the long term by lowering the total cost of ownership of custodian data and reconciliation labor by 50% or more versus the competition.

Tamarac Advisor® Xi is a web-based, custodian-agnostic platform that delivers best-in-class portfolio and client management software that is specifically designed for independent RIAs and their clients. The Advisor Xi platform uniquely integrates leading portfolio management, performance reporting, billing and trading software with an online client portal and an enterprise-level CRM. Powerful client engagement capabilities, such as your firm's own branded client portal and iPad app, give your firm a competitive advantage in the evolving mobile marketplace. Using Advisor Xi, you will capture more mindshare and assets from your current clients, their next generation, and the growing pool of millennial investors.

As part of Envestnet, the Advisor Xi platform also leverages a growing list of Envestnet capabilities – such as investment products access, research, data aggregation and analytics, financial planning and more.

TradePMR is a privately held Introducing Brokerage Firm (Member FINRA/SIPC) founded and located in Gainesville, Florida providing brokerage and custodial services and support to independent Registered Investment Advisors (RIAs).

Since 1998, the firm has maintained a singular focus of empowering advisors with the tools they need to grow their businesses by combining technology and products with premium support. The TradePMR model is designed to give RIAs a comprehensive solution that compliments their unique business needs. The firm develops and provides an integrated, cloud-based workstation delivering the resources advisors need to efficiently run their firms and be more productive.

Through a strategic business alliance with First Clearing, a Wells Fargo affiliate, TradePMR recognizes and addresses the need of investment advisors to remain competitive with banks and brokerages that are rapidly redefining how financial professionals do business. A complete lineup, including trust and banking services through Wells Fargo, can provide a competitive advantage in the marketplace.

TradePMR offers advisors an experienced partner with the resources to assist in the transition to independence. Dedicated team members in advisor services, trading, cashiering and new accounts are committed to becoming an extension of an advisor's business model and provide the support and services they need to take their business to the next level.
Jefferson National Partnership

RIAs are able to write fee-based/RIA variable annuities through carriers that provide an institutional/in-house registered representative. TradePMR has partnered with Jefferson National who makes their Monument Advisor variable annuity product available to RIAs on the TradePMR platform.

Commonwealth Financial Network® is the nation's largest privately held independent broker/dealer¿RIA. Founded by Joseph Deitch in 1979, the firm's 11 managing partners lead Commonwealth with an unparalleled combination of industry experience and management expertise, as well as an unwavering commitment to the firm's network of advisors and their clients. Commonwealth acts as a service provider for its Registered Investment Advisers (RIAs). RIAs use Commonwealth for support with technology, reporting, research, advanced planning, and practice management, to name a few.

IAS, a Hanlon Company, is a technology and back office services provider focused on helping RIAs and Broker Dealers succeed by streamlining their operations and providing tools that support the advisor in their effort to attract and onboard new clients. IAS features three product solutions, each designed to provide the most flexibility to a firm.
IAS Advisor is an innovative web-based platform supporting an advisory practice by providing a single comprehensive solution including CRM, Financial Planning, Portfolio Accounting, Performance Reporting, Rebalancing and Client Portals. The IAS Elite solution takes the worry out of the dreaded "quarterly moment" by coupling the web platform (IAS Advisor) with performance reporting and billing services handled entirely by IAS on behalf of the firm. IAS Enterprise is a private labeled, customizable web-based solution for BDs and RIA firms scaling to and past the $500 million AUM target. The firm's entire back office and technology is completely outsourced to IAS. The IAS Enterprise solution adds account on-boarding, account servicing, model-based trading services, and UMA portfolio accounting to the solution. The firm is able to interact with the IAS back office processing through innovative informational dashboards aimed to allow for greater transparency. The totality of this solution allows the subscribed firm to gain scalability thus allowing for more time to pursue growth strategies.
IAS has a solution to help firms large or small succeed and has a direct daily download for Jefferson National accounts, supporting performance reporting of VA sub-accounts.  To learn more contact us at iassales@iassoftware.com or 877-572-6105.

Ndex's fully integrated system supports both single and multi-custodial platforms. Its best-in-class design supports Portfolio Management, Customer Relationship Management, Securities Management, Trade Order Management, Compliance, Fee Management, Operations and Reporting for our clients. Ndex's adaptable platform is well positioned for expansion and supports operations worldwide.

The Ndex solution is designed to support the full wealth management lifecycle in a single, easy to use system. It has been proven to improve operational efficiency and effectiveness. Ndex allows institutions to build upon the expertise of their employees while supplying the tools to help them succeed.

WealthTechs is a financial technology company providing custodian data processing solutions to investment advisors. Advisors require daily customer account data from custodian banks and broker dealers to feed their mission critical IT tech stack systems like: portfolio accounting, compliance, trading, reporting, billing and CRM. WealthTechs' custodian data aggregation and normalization platform coupled with WealthTechs' intelligent data transformation software seamlessly integrates with most popular advisor systems such as Axys, APX and Geneva from SS&C, AssetBook, Schwab Portfolio Center, WealthSite, or advisor's custom systems. Due to WealthTechs' innovative technology, high quality data and deep cost savings, advisors exponentially increase their profits over the long term by lowering the total cost of ownership of custodian data and reconciliation labor by 50% or more versus the competition.

eMoney Advisor is the only wealth planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future. In an increasingly digital world, eMoney continuously reinvents its wealth-management platform by keeping pace with cutting-edge technology trends. eMoney enables advisors to focus on client retention, the growth of their practice and, most importantly, putting their clients first-all through the infusion of innovative solutions.
About the Partnership
The eMoney Advisors now receives direct data feeds for advisors using Monument Advisor, cutting costs, simplifying accounting and reporting, and providing a consolidated view of their entire portfolio with instant access to real-time data.

eMoney Advisor is the only wealth planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future. In an increasingly digital world, eMoney continuously reinvents its wealth-management platform by keeping pace with cutting-edge technology trends. eMoney enables advisors to focus on client retention, the growth of their practice and, most importantly, putting their clients first-all through the infusion of innovative solutions.
About the Partnership
The eMoney Advisors now receives direct data feeds for advisors using Monument Advisor, cutting costs, simplifying accounting and reporting, and providing a consolidated view of their entire portfolio with instant access to real-time data.