AssetMark
AssetMark supports financial advisors in their life's work: helping clients thrive. We elevate their business to the next level by providing the infrastructure, tools and resources to increase efficiencies, profitability and overall business value.
Betterment
Betterment is the next generation of investing and planning. We provide seamless integration of fully digital service with tools and resources to maximize outcomes and yield the best experience for clients & Advisors.
Charles Schwab Institutional
The Charles Schwab Corporation provides industry-leading custody services that work seamlessly with you as the client and us as the advisor. They are largest custodian with over $4 trillion in client assets as of June 30, 2020.
Orion
Orion is one of the industry’s premier technology platform for portfolio accounting and it integrates all of our data, reporting, fee processing, and business intelligence functions. For our financial planning clients Orion allows us to create a personalized client portal.
TD Ameritrade Institutional
TD Ameritrade and Schwab are now part of one company. TD's Veo One®, is the next-generation advisor platform that consolidates an advisor’s technology tools into a unified, fully integrated experience. As the two companies combine their complementary strengths they create a unique firm for the industry.
Orion Planning/Advizr
Advizr (now known as Orion Planning) is a financial software where clients and advisors work seamlessly to aggregate personal information and plan with precision to achieve optimal results. This platform is intuitive and powerful enough to create an unparalleled experience for HDQ Wealth LLC and valued our clients.
eMoney
eMoney is a digital planning financial software where clients and advisors work together to customize personal information and plan with intention to achieve the best outcome. This platform is evolving with current days technology and planning capabilities to support HDQ Wealth and valued our clients.
ASSOCIATIONS
The Financial Planning Association is a leadership and advocacy organization. HDQ Wealth belongs to the Greater Kansas City Chapter. FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations.