Broker Check

Technology

Our advisors get access to best-of-breed technology from top providers. Our tech stack features everything you need to supercharge your business, and it’s all included in your affiliation fee. The SPS Family tech stack includes… 

  • Redtail CRM
  • eMoney
  • Docupace
  • Riskalyze
  • Marketing Library
  • Horsesmouth
  • Wealthscape
  • Invoice Tracking
  • Credit Card Processing

…and we’re always researching, vetting, and procuring new solutions.