Our Technology
A Technology Ecosystem Built to Help You Serve Clients at a Higher Level
You’re committed to your clients’ best interest as a fiduciary advisor. We’re committed to giving you the technology to back that up: an integrated tech stack designed to take the focus off the back office and put it where it belongs — on your clients.
As a Prosperity-affiliated advisor or RIA partner, you gain access to an integrated technology ecosystem built for the demands of modern financial advisory firms.
Our Innovative Financial Technology Tools
Salesforce Financial Services Cloud
Our all-in-one CRM and AI automation platform is built specifically for the needs of modern financial advisory firms. Salesforce Financial Services Cloud gives your team a complete view of every client relationship: households, assets, goals, and life events. Your service feels more informed, attentive, and personal.
Orion Advisor Tech
Orion, a leading all-in-one advisory software solution, supports disciplined portfolio oversight and a more efficient investment management process. Key capabilities include the following:
- Daily reconciliation
- Advanced reporting capabilities
- Efficient portfolio rebalancing tools
Orion also offers a client portal with engaging features, including video statements and intuitive visuals, which keep your clients informed and connected to their investments.
Schwab
A trusted third-party institutional custodian, Schwab provides oversight and adherence to fiduciary standards that instill confidence in invested asset security.
You get direct access to Schwab’s platform, with the added benefit of our competitive pricing structure. You can open accounts through Schwab directly or via our account-opening tool.
Fidelity Investments
Fidelity, another trusted custodial partner, provides powerful infrastructure and support that include the following:
- Advanced technology
- Collaborative support tailored to your specific business objectives
Fidelity serves more than 50 million individual investors and manages substantial discretionary assets, providing the institutional strength your clients expect. Through access to the Fidelity WealthScape platform and our pricing structure, you can efficiently manage your advisory business at any scale.
DocuSign
DocuSign brings secure, efficient digital signature technology to your practice. It facilitates paperless account openings and account management tasks while ensuring speed, accuracy, and compliance in all transactional activities.
For your clients, it means a smoother, more modern experience with less paperwork and fewer delays.
Artificial Intelligence
AI is becoming an important part of how leading advisory firms deliver a more responsive and seamless client experience. At Prosperity Capital Advisors, AI supports many of the technologies our team uses and select workflows within advisor offices.
It helps improve efficiency while preserving the personal attention clients value most.
In practical terms, AI helps organize information, surface insights from complex data, support timely follow-through, and assist with compliant note-taking and documentation so advisors can stay focused on the client conversation itself.
We view AI as a tool that strengthens the advisory experience. Its greatest value is in removing administrative drag and creating more room for sound judgment, personal understanding, and guidance that reflects the complexity of a client’s life.
