Product
Where you can find the client's attorney, CPA or other members of the team.
What is the People tab?
This firm is the largest independent broker-dealer in the United States by advisor count.
What is LPL?
Family entities like these can create valuation discounts for lack of control/marketability.
What are FLPs/FLLCs?
This Canadian wealthtech platform provides modular infrastructure for digital investing, onboarding, and managed accounts.
What is OneVest?
This feature will be sunsetted after the successful launch of new Estate Diagrams.
What is Plan Snapshot?
This annual conference held in Orlando is known for its heavy concentration of estate planning professionals and advisors.
What is Heckerling?
A charitable split-interest trust that pays a fixed annuity to charity for a term, with the remainder to family.
What is a CLAT (Charitable Lead Annuity Trust)?
This risk analytics tool, owned by BlackRock, is widely used by institutions and increasingly by wealth platforms for portfolio risk analysis.
What is Aladdin?
This type of platform access allows the user to change the firm's logo.
What is Org Admin?
This 2020 merger created the largest custodian in the U.S. and increased competitive pressure on smaller custodians.
What was the Schwab–TD Ameritrade merger?
This state-law tool allows a trustee to pour assets into a new trust with updated terms, often to fix drafting issues or modernize tax provisions.
What is trust decanting?
This client portal and performance reporting platform is known for its highly customizable dashboards and is owned by SS&C.
What is Black Diamond?
Advanced planning that doesn't show up in a PDF report.
What are Calculators?
This global banking regulation framework established post-2008 requires banks to maintain minimum capital ratios.
What is Basel III?
Trusts that wish to hold S-corporation stock generally must qualify as one of these two.
What are a QSST (Qualified Subchapter S Trust) and an ESBT (Electing Small Business Trust)?
This Pennsylvania-based firm is both a custodian and one of the longest-standing TAMP providers in the wealth management industry.
What is SEI?
This feature allows users to update information for multiple assets at the same time.
What is Balance Sheet Bulk Edit?
This portfolio construction framework seeks to maximize expected return for a given level of risk using a covariance matrix of asset returns.
What is Modern Portfolio Theory? (can accept Mean-Variance Optimization or just Mean-Variance)
For estates dominated by closely held business interests, this Code section allows estate tax to be paid in installments over as long as 14 years.
What is an IRC §6166 estate tax deferral election?
This rebalancing and trading platform, acquired by Envestnet, is widely used for model management and UMA execution.
What is Tamarac?