Our Resource Partners
Dynasty’s fully customizable technology platform gives De Groote Financial Group end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Dynasty’s relationships with a diverse platform of portfolio managers, research firms and other providers allow us to deliver objectivity, transparency and trust.
Riskalyze is the #1 risk solution for advisors to capture a quantitative measurement of client risk tolerance to capture and meet expectations, and quantify suitability.
Valuebuilder is an all-in-one platform for advisory practice. Using The ValueBuilder System, advisors are assisted in engaging and nurturing client relationships, determining
the best fit for their clients, and quantifying their
return on investments.
holistiplan is a software designed to efficiently and consistently provide financial planning service to clients.
This app helps to make the financial planning process
faster for advisors, while creating more value
for every client.
eMoney is a platform that helps advisors gain visibility into clients’ held away assets to identify new opportunities as well as streamlines compliance efforts through the documentation and archival of key advisor-client interactions throughout the financial planning process.
Schwab draws from over three decades of serving affluent households. More independent financial advisors work with and entrust more assets to – Schwab than any other custodian. Schwab has 270+ family office advisors that collectively manage over $150 billion.
Envestnet Portfolio Management Consultants (“PMC”) provides comprehensive investment research through Dynasty Financial Partners that allows registered independent advisors access to thoughts on the markets and a high conviction list of quality asset managers.
Morningstar is a global investment research and financial services firm that offers a wide array of services and products. Morningstar educates and equips investors and other financial professionals to make informed decisions on investments and in business.
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