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
M&T Bank (Wilmington Trust)
US Bank

SEPARATE ACCOUNT PLATFORMS

Charles Schwab Marketplace
Fidelity Separate Account Network

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
Charles Schwab Model Market Center
Amplify Technology, LLC

 

Reach out to set up your
introductory call.