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Why Fulcrum?

We put the interests of our advisors and clients before our own and truly partner with our advisors in an effort to help them succeed.

Advisors

Your Opportunity
It has been our experience that many Advisors concentrate on growing their client base, but often lack the time and resources to effectively implement technology and investment programs to offer a holistic solutions to their clients. 

Technology

Our Platform
Effectively manage your client relationships and enable business growth with a platform of advisor technology that works together, seamlessly.

Investing

Our Managers
We carefully select investment providers based on rigorous standards and performance that reflects their philosophy.

Fulcrum

Our Value-add
Well supported advisory businesses are well positioned to create long-lasting, positive client investment experiences. We seek to empower those relationships with a comprehensive, yet flexible approach to asset management technology and services.

Our Partners

orionlogo

Orion’s mission is to enable fiduciary advisors to operationalize their vision for success by delivering best-in-class technology empowering advisors to innovate, disrupt, and win.

tdai-logo-new

In an ever-evolving financial advice landscape, TD Ameritrade Institutional is dedicated to supporting RIAs who are determined to grow, thrive, and make their clients’ lives better.

Fidelity-Logo

Make the complex, simpler. From investing to financial planning and pricing, our goal is to be straightforward and help with your unique needs.

Redtail-logo

We were the FIRST cloud-based CRM for financial advisors and our forward-thinking origins continue to fuel the evolution of Redtail solutions for today’s advisory practice. Automated workflows, an intuitive user interface and integrations galore. That’s working smarte

emoney-logo

Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. 

Want to learn more about Fulcrum?

Schedule a Demo with our team.

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Our Insights