Technology Consultants

Search the AdvisorTek directory for quick access to a network Technology Consultants for the financial services industry.

Advisor Consultant Network

600 Superior Avenue, Suite 1300
Cleveland, OH 44114

Phone: (216) 522-1908

ACN is a software company offering a broad spectrum of IT resources to registered investment advisors, hedge funds, mutual funds, consultants, banks, insurance companies, broker-dealers and other financial security industry professionals. ACN’s proprietary software programs deal with the rules, regulations and registrations with the SEC and State regulatory agencies.


842 Broadview Ave.
Toronto, Ontario M4K 2R1

Phone: (866) 925-1941

AdvisorVault is the only remote backup provider specifically designed to help small broker-dealer firms achieve today’s stringent data compliance requirements. With our designated third party status (D3P) we help small broker-dealer firms achieve all the required data compliance rules defined in 17a-3, 17a-4, 3510 and 3010. Our fully managed solution includes all the hardware and software and instantly plugs into the office network to remotely protect emails and all documents relating to Books and Records. Remote, home and travelling employees are instantly added to the solution at no addition cost. The turn-key product is priced to fit the budget of small firms and provides remote backup, long-term archiving and disaster recovery in accordance with all current SEC and FINRA rules. Experience total data compliance – Out of the Box with AdvisorVault.

Custom Advisor Solutions

126 South Chester Street
Baltimore, MD 21231-2009

Phone: (410) 675-7880

For nearly a decade, Custom Advisor Solutions, Inc. (CASI) has earned the trust and confidence of investment professionals by providing customized software solutions and training that empower advisors to excel. From the smallest independent planners to the largest Broker/Dealers, CASI has earned the reputation as the technology consultant of choice by adhering to one simple philosophy. Focus on building long term relationships with advisors and deliver the exceptional value and superior support that they demand. With primary expertise in database design, data access (downloads) and portfolio tracking tools, our objective is to consistently exceed our clients’ expectations.


Suite #425, 376 Victoria Ave
Westmount (Montreal), Quebec, Canada  H3Z 1C3

Phone: (888) 530-6125

Computer viruses are painfully difficult to detect and remove once your PC gets infected. The infection weaves itself into your system, making life miserable for you and your PC, while your files, photos, bank accounts, and identity are at stake. At FixMeStick, we’re the computer security geeks who get the calls from friends and family members when they need a malware fix. We’re also founded by computer security engineers with 15 years of industry experience providing consumer PC security solutions to the world’s leading Internet Security Providers like Verizon, AT&T, Bell Canada, and Virgin Media. We poured ourselves into the design of the FixMeStick to make it a simple-to-use, self-updating, handheld device that contains its own operating system so it can’t be messed with by the infections on your PC.


1291 Duncan Avenue
Oshawa, ON L1K 2Y2

(888) 677-8946

Freedomarketing helps financial advisors develop, design, implement and sustain their marketing strategies. We provide advisors with a clear marketing focus and message. We then work with advisors to design, implement and manage all of their marketing initiatives. Yes, we actually help you implement and manage your marketing. We call this our ‘Chauffeur Driven’ marketing solution. Our services include brand development, web design, brochure and post card design, content writing, marketing consulting, and much more.

The Gregory Group

P.O. Box 39227 •
Washington, DC 20016-9227

Phone: (202) 364-6913

The Gregory Group’s mission is to help financial service professionals leverage technology to get more business in less time. We exist because: Most people are overwhelmed by technology; they lack the time and knowledge to figure it out for themselves; they want someone to tell them what they need to know to use it well. Our coaching is based on three beliefs: to be effective, you have to know your audience and speak their language; people learn best when they can do things themselves; better results come from better process.

John Olsen

Olsen Financial Group
131 Hollywood Lane
Kirkwood, MO 63122

Phone: (314) 909-8818

John L. Olsen, CLU, ChFC, AEP is a financial advisor and estate planner practicing in St. Louis County, Missouri. John has written and taught courses in insurance, financial, and estate planning and conducted seminars for agents, planners, and lay audiences. In addition to serving his own clients, John provides consulting services to attorneys, accountants, insurance agents, and financial advisors. An increasingly large part of John’s practice is financial planning software consulting to firms and individual planners. As he receives no compensation from purchases of software he reviews or recommends, John is able to offer his clients objective, unbiased help in determining which programs fit their individual needs.

OneSecure Technology

Offices in L.A., Orange County and Boston

Phone: (800) 851-9195

OneSecure Technology offers a full range of high performance solutions to assist businesses in optimizing their information technology resources. Our solutions ensure the security, integrity and reliability of your network systems and data. We work with our clients from square one to plan, develop and integrate any of the following solutions into their existing network infrastructure. Whether you need to outsource management and hosting of your email server, control critical elements of web and email security, protect intellectual property, prepare for legal and compliance regulations or develop a web, digital branding and social media presence, OneSecure Technology has the experience and knowledge to get the job done. We have seen what works and what doesn’t work, how software behaves post-sale, and the benefits of taking the time to assess your needs, do a detailed analysis, and plan a project realistically.

Safety Net for Advisors

1301 Shoreway Road, Suite 175
Belmont, CA 94002

Phone: (650) 566-8800

Safety Net for Advisors™ is a technology solution which addresses compliant data backup, storage, and rapid data recovery. The system is meant to aid data compliance efforts and includes encrypted data storage both in-office and offsite, complete E-mail retention and search capabilities, as well as an invaluable disaster recovery solution. Complete server and E-mail backup are included in the same program and with no additional fees. SafetyNet™ significantly minimizes downtime following a disaster or other technology interruption. If your business server breaks or is unavailable for any reason, the SafetyNet appliance in your office may actually take its place on a temporary basis with all data intact, just like the spare tire on your car. If your entire office becomes unavailable due any major disaster, a replacement SafetyNet system, complete with your server’s most recent data and software, can be overnight shipped from the data center to a location of your choice. The SafetyNet service comes complete with our acclaimed “Disaster Recovery Workbook,” which allows RIAs to create a written plan for business continuity simply by filling in template blanks. This workbook is written by CEO, Michael Price, and based on his near 30 years experience with disaster recovery planning.

Spam Soap, Inc.

3193 Redhill Ave
Costa Mesa, CA 92626

Phone: (866) 772-6688

With no hardware or software to install, Spam Soap Message Archiving provides an on-demand email archiving and surveillance solution for SEC and FINRA compliance. Minimize costs and risks, simplify archiving and surveillance, enforce corporate email policies, increase employee productivity and safeguard business integrity. Prevent non-compliant emails from being sent with outbound message interception. Earn recurring revenue as a Partner.

Trumpet Inc. 

4327 E San Gabriel Ave
Phoenix, AZ 85044

Phone: (480) 961-60030

Trumpet is a leading provider of comprehensive document management and automated report assembly for financial advisors. Designed around your unique workflow, Trumpet’s solutions easily integrate with contact management, web portals and other software applications. Leverage Trumpet’s expertise working with advisory firms, and experience the hand holding process we are known for.

VAULT Solutions Inc.

55 Yonge St. Suite 1210
Toronto, Ontario M5E 1J4

Phone: ( 416)361-9944

VAULT Solutions is the leader and partner of choice for wealth management firms committed to leveraging the Internet to address their business goals. Our expertise in web-based solutions is acknowledged throughout North America and we are recognized for our ability to translate business objectives into innovative technical solutions. Our deep bench of talent includes the business and technical skills that in 1995 created The Fund Library (, Canada’s first comprehensive financial services web site and at its height, the highest traffic Web site in Canada. For more than ten years, this collective experience and expertise have enabled the VAULT team to design and build hundreds of web solutions for the financial services industry.