Our Tools

Freedom Wealth Partners uses an array of state of the art technology tools to serve our clients.

BranchNet (BN) is our account management tool. BN allows us to buy and sell investments, transfer funds, and otherwise manage your LPL Financial accounts.

WealthVision (WV) is our core financial planning tool, allowing us to illustrate multiple scenarios. WV also serves as our account aggregator, linking your outside accounts to view on a consolidated web site.

Morningstar Advisor Workstation is our primary portfolio review tool. We can view your accounts individually or all together to monitor asset allocation, investment performance, and other relevant metrics.

AccountView (MyAccountViewOnline.com) is the quickest way to view your accounts via any web browser or mobile device, including outside accounts linked through WealthVision.

RedTail CRM is the glue that holds our office together. Contact management, task reminders, and intra-office coordination is available on any device.