Tech stack
No one at Palisade Investments, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Palisade Investments, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $220M held · filed Mar 2024
R
Reliance Trust Company
Per Form ADV · $38M held · filed Mar 2024
A
Ascensus Trust Company
Per Form ADV · $35M held · filed Mar 2024
Fidelity
Per Form ADV · $34M held · filed Mar 2024
M
Matrix Trust
Per Form ADV · $32M held · filed Mar 2024
Proposal Generation/Sales Enablement
Website Builders
