At Proxima, we believe the best technology simultaneously amplifies and simplifies; and we are committed to continuously investing in innovative, adaptable, and secure tools so our Advisors can deliver an exceptional experience for their CLIENTS. Our technology stack was built so our Advisors can operate with the horsepower and efficiency of the largest institutions, yet the agility and speed of the best boutiques—all while delivering a first-class, digital-centric, and CLIENT-driven service experience. We have carefully curated best-in-class software applications to provide an integrated, intuitive, and scalable platform that enables Advisors to spend more time focused on CLIENTS—and less time managing the complexities of technology.
We have partnered with Goldman Sachs, Charles Schwab, and Fidelity to give our Advisors and their CLIENTS direct access to best-in-class resources in asset custody, account opening, trade execution, money movement, and statement generation. Choose one for the simplicity of a single-custody service model, or choose multiple custodians for a uniquely tailored experience based on individual CLIENT needs.
Goldman Sachs Custody Solutions brings the institutional-grade resources, global reach, and sophisticated investment capabilities of one of the world’s most respected financial institutions — purpose-built for the independent RIA. Designed for advisors serving complex, high-net-worth, and ultra-high-net-worth clients, Goldman Sachs Custody Solutions pairs a digital-forward, streamlined platform with access to world-class products and services — from alternative investments to lending solutions — that allow our Advisors to meaningfully differentiate their offering and elevate the client experience. For Advisors whose clients demand the very best, Goldman Sachs delivers an entirely different standard of custody.
Charles Schwab Advisor Services brings over 35 years of dedicated experience serving independent RIAs — and the scale, infrastructure, and commitment to match. With custody, trading, and operational support designed specifically for independent advisors, Schwab empowers our Advisors with award-winning trading technology through tools like thinkpipes®, iRebal®, and Model Market Center™ for seamless model management and rebalancing. Schwab’s technology ecosystem features over 235 third-party integrations, connecting our Advisors to the CRM, financial planning, and portfolio management tools that best serve their practice — all backed by Schwab’s unwavering commitment to asset safety, cybersecurity, and the long-term success of the advisors it serves.
Fidelity Institutional Wealth Management Services brings the full depth and breadth of one of the world’s most respected private financial institutions to the independent RIA — purpose-built for advisors who demand institutional scale without institutional constraints. Supporting over 3,400 advisory firms, Fidelity delivers world-class custody, clearing, and trading capabilities alongside a robust suite of investment and technology solutions designed to power practice growth at every stage. At the center of Fidelity’s technology offering is Wealthscape® — an integrated, advisor-first platform featuring hundreds of third-party integrations across CRM, financial planning, and portfolio analytics tools — enabling our Advisors to operate with maximum efficiency and deliver a seamless, first-class experience to every client they serve.
The Black Diamond Wealth Platform is a comprehensive, cloud-based wealth management application which powers the day-to-day operations of our Advisors and their teams through a fully unified platform that combines intuitive dashboards, performance reporting, document management, and a customizable CLIENT portal—all in one seamless, intuitive system. Advisors can manage portfolios, automate rebalancing and trading, generate customized reports, leverage CRM workflows, and aggregate CLIENT data—all from a single user interface. The result is a streamlined practice management ecosystem that enhances the CLIENT experience, supports scale, and drives business growth.
SMArtX Advisory Solutions is a leading provider of unified managed accounts technology and the architect of the SMArtX turnkey asset management platform (TAMP), offering innovative, cloud-based solutions to modernize investment management for financial services and wealth management firms. Built on an API‑first, modular, micro‑services architecture, SMArtX delivers a highly scalable infrastructure that streamlines middle- and back-office operations while integrating seamlessly with existing technology stacks or operating as a complete, off‑the‑shelf TAMP. The platform enables advisors to create customized multi‑strategy portfolios in a single unified managed account, combining traditional and alternative strategies, mutual funds, ETFs, and individual securities with intra‑day trading, automated rebalancing, tax transition and harvesting, and real‑time reporting to reduce operational friction and enhance the client experience. With access to a broad menu of model‑traded and manager‑traded separate account strategies from hundreds of leading asset managers, SMArtX empowers firms to scale product customization and choice while maintaining a modern, white‑labeled, and brand‑aligned solution. The result is a single, scalable ecosystem that reduces operational friction and enables Advisors to deliver a sophisticated, personalized CLIENT experience.
Our Advisors have access to the top financial planning solutions in the industry—MoneyGuide, eMoney, RightCapital, and Asset-Map—so they are able to provide a comprehensive suite of holistic financial planning services including goal setting, diagnosis of risk tolerance, cash-flow modeling and budgeting, Monte Carlo simulations, tax optimization solutions, retirement income and social security strategies, estate and generational wealth transfer planning—and much more. Intuitive interfaces and interactive planning features enable Advisors to engage CLIENTS in purposeful, forward-looking conversations—whether these discussions take place in-person or via video conferencing. Advisors can deliver personalized and actionable advice so CLIENTS can work towards achieving their goals, fulfilling their aspirations, and living their purpose.
Practifi is the leading intelligent CRM purpose‑built for wealth management, transforming how RIAs, broker‑dealers, and enterprise advisory firms manage relationships, operations, and growth. Built on Salesforce’s enterprise‑grade infrastructure and enhanced by Practifi Intelligence, its native AI assistant, the platform delivers the scalability, security, and configurability of the world’s most trusted cloud while remaining purpose‑engineered for the workflows of modern advisory firms. Practifi unifies household relationships, pipeline activity, service commitments, and compliance oversight into a single view, leveraging AI‑driven automation to surface client insights, streamline follow‑ups, and reduce hours of routine data entry across advisors, operations teams, and support staff. With an extensive integration ecosystem connecting to leading custodians, portfolio accounting systems, and planning tools — including Orion, Black Diamond, Addepar, and Schwab, among hundreds of others — Practifi enables firms to unify their technology stack without sacrificing the flexibility to configure workflows, dashboards, and processes to their unique operating model. The result is a relationship‑centric platform that empowers advisory firms to operate smarter, scale efficiently, and deliver a deeper, more personalized CLIENT experience at every stage of the relationship.
FactSet is a leading global provider of financial data, market analytics, and AI-powered investment intelligence—delivering institutional-grade research capabilities through a unified, web-based platform purpose-built for the modern wealth advisor. Built around the FactSet Advisor Dashboard, the platform integrates each Advisor’s book of business with deep market content and surfaces personalized, actionable insights across equities, fixed income, funds, ETFs, options, and alternatives. Our Advisors gain seamless access to portfolio analytics, performance attribution, risk modeling, holdings-level exposure analysis, and real-time global market data—alongside interactive, fully customizable portfolio review documents that bring sophisticated analysis to life in CLIENT conversations. Automated holdings imports, robust screening tools, and flexible reporting enable our Advisors to manage and monitor their entire book of business with the same horsepower as the world’s largest institutional investors—empowering them to optimize portfolios, demonstrate value, and elevate every CLIENT relationship with rigorous, data-driven insight.
YCharts is a leading cloud-based investment research and proposal generation platform purpose-built for financial advisors and asset managers—pairing deep, fundamentals-driven data with intuitive visualization and CLIENT-ready output. Spanning more than 29,000 stocks, 75,000 funds and ETFs, 500,000 economic indicators, SEC filings, and thousands of analytic metrics, YCharts equips our Advisors to conduct rigorous investment research, screen securities, build and stress-test model portfolios, and quantify the impact of allocation decisions through tools like the Portfolio Optimizer and side-by-side comparison engine. The platform’s proposal builder and customizable chart library allow Advisors to translate sophisticated analysis into clear, compelling, and CLIENT-ready narratives—while Y, YCharts’ CFA-trained AI agent, automates research workflows, flags allocation drift, and surfaces optimization opportunities before they’re requested. With native integrations across Orion, Salesforce, Redtail, eMoney, and other core systems, YCharts plugs seamlessly into our broader technology ecosystem—empowering Advisors to deliver thoughtful, evidence-based advice and a transparent, engaging investment experience to every CLIENT they serve.
Zocks is a leading AI assistant purpose-built for financial advisors—engineered specifically to meet the privacy, security, and compliance standards unique to the wealth management industry. Through its differentiated no-recording approach, Zocks automatically captures, structures, and synthesizes the substance of every virtual, in-person, and phone-based CLIENT conversation—generating clear meeting summaries, identifying action items, drafting tailored CLIENT emails, populating intake and account-opening forms, and producing structured documentation aligned to RegBI, DOL, and KYC requirements. With native, field-level CRM synchronization across Wealthbox, Redtail, Salesforce, and other advisor-focused systems—plus open APIs and a dedicated MCP server connecting to planning tools, custodial platforms, and leading AI applications like ChatGPT and Claude—Zocks plugs seamlessly into our broader technology ecosystem. The result is a purpose-built AI assistant that eliminates hours of administrative work each week, strengthens compliance documentation, and empowers our Advisors to remain fully present, engaged, and focused on delivering an exceptional CLIENT experience.
Fathom is a leading AI notetaking platform—trusted by more than 300,000 companies worldwide and widely recognized for its category-leading transcription accuracy, instant post-meeting summaries, and frictionless workflow integration. Whether through traditional in-meeting capture or its newer bot-free desktop application, Fathom records, transcribes, and synthesizes every conversation across Zoom, Google Meet, and Microsoft Teams—producing highly accurate transcripts, customizable AI summaries, clear action items, and topic-level highlights delivered within seconds of a meeting ending. The platform’s “Ask Fathom” capability allows users to search and query across every past conversation in natural language, while native integrations with Salesforce, HubSpot, Slack, Asana, ChatGPT, and Claude push meeting insights and follow-ups directly into the tools our Advisors use every day—all backed by SOC 2 Type II, GDPR, and HIPAA-compliant security. The result is a streamlined, intelligent meeting workflow that empowers our Advisors to step into every CLIENT engagement fully prepared, fully present, and confident that nothing important will be missed.