Resources
Eagle Ridge has long-standing relationships with a number of trusted vendors and partners. The firm invests substantial resources in technology and research capabilities to maintain a consistently high level of client service.
Our partnerships help us to better manage:
RESEARCH
Bloomberg
FactSet
BACK OFFICE SYSTEMS
Portfolio Center (Schwab)
Advisor View (Envestnet Tamarac)
Advisor Rebalancer (Envestnet Tamarac)
Redtail CRM
Microsoft 365
TRADING
Envestnet Tamarac OMS
PROFESSIONAL ASSOCIATIONS
CFA Institute
CFA Society of New York
Investment Adviser Association
Financial Planning Association
CUSTODIAL RELATIONSHIPS
Fidelity
Charles Schwab
TD Ameritrade
M&T Bank (Wilmington Trust)
US Bank
SEPARATE ACCOUNT PLATFORMS
Schwab Marketplace
Fidelity Separate Account Network
TD Ameritrade SAE
INVESTMENT DATABASES
Evestment Alliance
Informa PSN
Morningstar
Callan
Mercer Global Investment Manager Database
Investment Metrics Global Database
Broadridge Marketplace
TAMPS
Envestnet
SMArtX Advisory Solutions
Adhesion Wealth
TD Ameritrade’s Model Market Center