Each of our partners were hand selected and vetted by the Pure Portfolios team. The systems and services we use helps provide best in class service and allows us to use our time for what matters most.
Humans for humans. Technology for everything else.
CHARLES SCHWAB & FIDELITY
Choosing Charles Schwab & Fidelity as our custodians was an easy choice for Pure Portfolios. They are the largest home to Registered Investment Advisors in the United States & provide pricing power to drive down the cost of investing for Pure clients. The great reputation and track records of doing right by investors most closely aligned with the Pure Portfolios value proposition.
Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.
With a quantitative risk questionnaire, clients answer a series of questions that determine when they prefer risk and when they prefer certainty.The questions focus on the actual dollar amounts that the client has to invest.
Thus, clients are able to accurately capture their Risk Number™, the quantitative measure of risk, based on their real investments rather than abstractions.
OnBord sends clients through a simple user experience to gather the information needed to open accounts. With easy to navigate form fields, OnBord reduces missing or incorrect information and enhances efficiency to open your accounts with ease.
Koyfin is a financial data and analytics platform for researching stocks and understanding market trends. Koyfin's data coverage includes stocks, ETFs, mutual funds, FX, bonds, economics, news, and Twitter so Pure's investment professionals can have a omniscient view of the markets.
ORION ADVISOR SERVICES
Orion provides dynamic performance reporting and account aggregation services to investors via a secure client portal. Through the portal, you are able to access a holistic view of all financial accounts including 401(k) assets, insurance, and financial plans. Clients can access the state-of-the-art portal via Pure Portfolios website.
A step-by-step guide through your life and legacy. It walks you through legal, financial, healthcare and personal decisions. Everplans gets to the heart of your final wishes. In the end, your loved ones aren’t left with questions or concerns.
The LifeYield Advantage Suite® of tax-smart portfolio software helps minimize taxes, maximize after-tax returns, and increase retirement income. The Taxficient Score is like a credit score, but instead of measuring credit worthiness, it assesses the tax-efficiency of your investment portfolio.