TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively, while optimizing time with clients.

Additionally, TD AMERITRADE Institutional provides a robust offering of products, programs and services. These services are all designed to help advisors build their businesses and do the best possible job they can help their clients with their financial goals.

Dimensional Fund Advisors is a registered investment advisor headquartered in Santa Monica, California.  Dimensional maintains regional sales offices in Chicago and Vancouver and sales and trading offices in Austin, London and Sydney. 

As of 30 June 2008, the firm managed over $150 billion for over 450 institutional clients, including corporate, public, and Taft-Hartley retirement plans, endowments, and foundations; and clients of over 900 DFA approved registered investment advisors.

Dimensional forged a new way to invest. The firm inaugurated its strategies in 1981 with early research into the stronger performance of small cap stocks. Later, a comprehensive analysis of stock prices worldwide deepened the strategy repertoire and set a new standard for portfolio design. This evolution reflects an abiding belief in financial science and the efficacy of capital markets.

PIEtech is dedicated to one thing - helping advisors use financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals.

MoneyGuidePro is the first collaborative internet-based financial planning software that makes this easy to accomplish. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.

At PIEtech, we develop financial planning software for financial advisors. Since we believe that everyone can benefit from professional financial advice, we don't try to replace the advisor with software. In fact, it's just the opposite. Our goal is to enhance the advisor's value by enhancing the value of the financial planning process for each client.

• Developing great financial software is the only thing we do.
• We've been doing it since 1985. 
• MoneyGuidePro was designed and written from scratch in 2000 to take maximum advantage of the extraordinary capabilities of the Internet. 
• We understand the real-world uses and challenges of financial planning. 
• We are a customer-focused company, before and after the sale. 
• Our goal isn't to be your financial software vendor. It's to help you obtain so much value from the use of our software that you view us as your financial software partner. 
• Our passion is creating financial software that helps you improve peoples' financial lives. And, by doing that, it also improves the financial lives of the advisors who use it.

Founded in 2003, AssetBook is the premier Software as a Service (SaaS) portfolio management system for investment advisors and their clients.   AssetBook centralizes and automates all the key technical needs of an advisor’s client management platform.

AssetBook was developed by the experts at Major Technology Resources—a team of specialists with decades of practical hands-on experience on both the client side and software development side of the industry. We created AssetBook using asp.NET technology on the Microsoft platform, so you can trust it will easily integrate with other Microsoft applications. If you want the industry’s most powerful portfolio accounting tool created just for independent advisors.