For Advisors

A Platform Built for the Modern Financial Advisor

Too Many Things Stand in the Way of Great Advice.

You didn’t get into this business to chase down billing tools, patch together tech stacks, or get buried in back-office work. You became an advisor to help people, and we’re here to make sure that’s what you get to focus on.

At Defining Wealth, we give you a platform that simplifies the business side so you can grow faster, serve better, and run a firm you’re proud of.

Custodians

Altruist

A streamlined, all-in-one custodial platform built for modern advisors.

Betterment

A trusted digital-first custodian with tax-smart automated investing capabilities.

Portfolio Management

Altruist

A streamlined, all-in-one custodial platform built for modern advisors.

Betterment

A trusted digital-first custodian with tax-smart automated investing capabilities.

Financial Planning

RightCapital

Intuitive, interactive planning software that helps clients understand their full financial picture.

Marketing Support

In-House Marketing Systems

Access the same scalable marketing ecosystem we use to grow our own firm.

Advisor GPS

Communication

Google Workspace

A secure, professional suite of tools for email, calendars, file sharing, and team collaboration — everything you need to run your business smoothly.

Current Client

An elegant client engagement platform that enhances transparency, simplifies communication, and keeps clients informed every step of the way.

Slack

Slack is a channel-based messaging and work platform used for team communication, collaboration, and project management within a business.

Billing & Payments

AdvicePay

A seamless, compliant billing solution built specifically for fee-based financial advisors.

CRM & Documentation

Wealthbox

 A flexible CRM that makes tracking relationships and follow-ups simple.

Google Workspace

A secure, professional suite of tools for email, calendars, file sharing, and team collaboration — everything you need to run your business smoothly.

Dropbox

A reliable, secure solution for organizing and sharing client documents with ease.

Estate & Tax Planning

Wealth

 A collaborative estate planning tool that keeps the process clear and approachable.

RightCapital

Intuitive, interactive planning software that helps clients understand their full financial picture.

What’s Next?

Our advisor network is built around partnership. You run your business your way and we provide the infrastructure and support that lets you do it better, faster, and with less friction. If you’re ready to simplify operations, grow your firm, and focus on your clients, we’d love to talk. Fill out the form below, and we’ll reach out to schedule a conversation.

Book a Consultation