Practice Management, Technology & Structure

Do you have the best technology and support?

We provide the infrastructure to compete with large firms, but in a small firm setting to better serve our clients and grow our business.  Is a Community Family Office® right for you?

Contact us to learn more about becoming part of our Community Family Office.

Why Join our Community Family Office

Visionary Horizons’ support model uses the best technology platforms and associated processes that help our advisors to spend the majority of their time doing what they do best – take exceptional care of their clients.  Our technologies exist to help you maintain compliance, provide extensive portfolio analysis, automate quarterly billing, develop appropriate financial plans, and manage the daily tasks required to stay current with all of your clients and their unique needs.

Join Our Team

We have partnered with some of the best technology in our industry.

All of our advisors have complete access to the following platforms and more:

Charles Schwab’s Advisor Center

Providing industry-leading custody services and sophisticated tools to deliver specialized services and exceptional value to RIAs.

TD Ameritrade’s Veo One

In addition to custody services, Veo One offers an improved interface to flexibly manage your business, and also available are access to TD Ameritrade’s iRebal and thinkpipes to help you identify and adjust to the dynamics of the market.

Black Diamond

This essential tool extracts portfolio information directly from our custodians where we can review portfolio performances and create client reports in a single platform. It also offers enhanced workflow and technologies to manage the quarterly management fees sent to the custodians.

SmartRIA

This software also integrates with our business partners, and it is this technology that houses all of our SEC books and records requirements while managing our compliance calendars, requisite actions and tasks. It also monitors the personal trades of our advisors.

Redtail

Provided to help keep up with all of the various client needs while also helping us track and manage future prospects.

Emma

Manages and tracks receipt of our digital compliance communications while Global Relay runs seamlessly in the background to help us maintain compliance of external clients communications.

Morningstar

Provided to continually evaluate and monitor the performance of our sophisticated portfolios as well as to identify new investment ideas to stay abreast in our ever-changing market.

MoneyGuide Pro & Moneytree Silver

Platforms used to provide custom financial plans for our clients providing interactive tools to prioritize goals and provide a robust platform for stress testing against the long-term expectations of our clients.

Holistiplan

A valuable tool to efficiently analyze tax-related information used during financial planning scenarios.

Talk to us about becoming part of our Community Family Office.

Contact Us