• With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like ours. Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more.

• MoneyGuideElite℠ is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. Envestnet | MoneyGuide provides goals-based and cash-flow financial planning applications. Its powerful suite of solutions can enable advisors to expand their ability to better address the needs of all clients, regardless of wealth, stage in life, and complexity of finances. This platform's powerful modeling capabilities enable advisors to effectively illustrate the potential outcomes of different scenarios, helping clients make well-informed decisions about their financial future.

FP Alpha utilizes artificial intelligence to help advisors efficiently understand the financial and legal nuances of a client’s situation. FP Alpha translates tax documents, wills, trusts, insurance policies, and more into insightful visualizations that summarize key data points for clients while simultaneously revealing actionable planning opportunities for advisors. FP Alpha’s technology allows Regent Peak’s wealth advisors to spend more time on the important items: analyzing client data and making strategy-driven recommendations.

• Black Diamond® delivers an award-winning, cloud-based portfolio management platform that allows us to assure our clients secure anytime, anywhere online access to their total wealth picture. So that we can focus on what we do best — fulfilling client objectives with outstanding service and total transparency — we use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. Ours is one of the 650 advisory firms that have selected Black Diamond to help manage more than $300 billion in assets. Black Diamond is an independent business group of Advent Software, a leading technology provider to investment managers around the world.

• Envestnet Portfolio Management Consultants (“PMC”) provides comprehensive investment research through Dynasty Financial Partners that allows registered independent advisors access to thoughts on the markets and a high conviction list of quality asset managers. Additionally, PMC works with advisors and institutions to consult on asset allocation, portfolio construction, and manager selection. PMC has over 70 employees and is part of the broader Envestnet organization, which has more than $3T in assets across their platforms and oversees another $150B.