2 tools from the people at Silver Oak Leaf Financial Services L.l.c. on Advicer, its website and its Form ADV. See the firm's page · Build your own
Presented byYour company here · Sponsor this pageNo firm on Advicer shares a tool with Silver Oak Leaf Financial Services L.l.c.'s stack yet.
How common Silver Oak Leaf Financial Services L.l.c.'s tools are across the other 9270 RIAs on Advicer, and what they use most.
| Category | Silver Oak Leaf Financial Services L.l.c. uses | Most used |
|---|---|---|
| Custodial Platform 5669 of 9270 firms All 7,353 wealth managers filing with the SEC: Schwab 66% · Fidelity 25% · Pershing 7% · LPL Financial 4%. Market share → | None listed · 61% of firms have one | Charles Schwab · 3961 · 3.0/5 Wealthscape (Fidelity) · 1204 · 3.0/5 Altruist · 456 · 4.0/5 |
| Financial Planning 2487 of 9270 firms | — | eMoney · 1405 · 2.0/5 RightCapital · 906 · 3.0/5 Envestnet MoneyGuide · 210 · 1.0/5 |
| Planning Light 722 of 9270 firms | — | Advyzon · 710 Retirement Analyzer · 10 ProjectionLab · 1 |
| E-Signature 54 of 9270 firms | — | Adobe Sign · 38 DocuSign · 14 RightSignature · 2 |
| CRM 1505 of 9270 firms | — | SS&C Black Diamond · 584 Envestnet Tamarac · 455 HubSpot · 448 |
| Performance Reporting 161 of 9270 firms | — | Addepar · 155 AssetBook · 6 |
| Client Portal 28 of 9270 firms | — | Circle Black · 10 Fynancial · 9 Kubera · 5 |
| Client File Sharing 472 of 9270 firms | — | ShareFile · 266 Box · 116 Dropbox · 65 |
| Portfolio Management 1096 of 9270 firms | — | Orion · 876 · 3.0/5 Blueleaf · 77 Envestnet · 65 |
| Trading/Rebalancing 4 of 9270 firms | — | iRebal · 2 LifeYield · 1 |
| Tax Planning 85 of 9270 firms | — | ProConnect · 33 Holistiplan · 27 · 4.0/5 Wealth.com · 27 |
| Communications Archiving/Monitoring 13 of 9270 firms | — | Greenboard · 4 Archive Intel · 2 Global Relay · 2 |
| Investment Data/Analytics 54 of 9270 firms | — | Morningstar · 35 Kwanti · 6 · 2.0/5 YCharts · 6 · 5.0/5 |
| Account Aggregation 10 of 9270 firms | — | Plaid · 8 Arch · 1 Yodlee · 1 |
| Schedule Apps 2588 of 9270 firms | Calendly · 2237 firms (24%) | Calendly · 2237 · 5.0/5 Acuity Scheduling · 151 OnceHub · 136 |
| Retirement Planning 40 of 9270 firms | — | Income Lab · 32 · 4.0/5 Income Solver · 6 Nestimate · 2 |
| Advisory Fee Billing 107 of 9270 firms | — | AdvicePay · 104 BILL · 2 RightPay · 1 |
| Client Texting 34 of 9270 firms | — | CurrentClient · 29 · 5.0/5 MyRepChat · 5 |
| Cash Management/Budgeting 38 of 9270 firms | — | Flourish · 18 Monarch · 18 |
| Risk Tolerance 32 of 9270 firms | — | DataPoints · 8 Pocket Risk · 5 |
| Compliance 9 of 9270 firms | — | Claude for Financial Advisors · 5 · 3.0/5 SmartRIA · 2 Comply · 1 |
| Client Data Gathering 197 of 9270 firms | — | Jotform · 139 PreciseFP · 51 Zocks · 6 · 5.0/5 |
| Digital Marketing 809 of 9270 firms | — | Snappy Kraken · 495 Mailchimp · 188 AdvisorStream · 42 |
| Email Newsletters 3 of 9270 firms | — | Constant Contact · 2 Substack · 1 · 5.0/5 |
| Workflow Support 5 of 9270 firms | — | CanyonOps · 2 Hubly · 2 Trainual · 1 |
| Client Meeting Support 21 of 9270 firms | — | Jump · 17 Fathom · 1 Focal · 1 |
| Education Planning 8 of 9270 firms | — | College Aid Pro · 5 PayForED · 1 |
| Estate Planning 16 of 9270 firms | — | Trust & Will · 7 Vanilla · 5 |
| Held-Away Assets 6 of 9270 firms | — | Pontera · 4 Plan Confidence · 2 Absolute Capital · 1 |
| Equity Compensation 4 of 9270 firms | — | StockOpter · 2 Trayecto · 1 · 3.0/5 |
| Advisor Lead Gen 356 of 9270 firms | — | Fee-Only Network · 251 Wealthtender · 101 SmartAsset · 18 |
| Proposal Generation/Sales Enablement 256 of 9270 firms | — | Nitrogen · 239 · 4.0/5 Elements · 14 VRGL · 2 |
| Legacy Planning 15 of 9270 firms | — | Everplans · 14 Trusty · 1 |
| Advisor Data Warehousing 8 of 9270 firms | — | BridgeFT · 7 Dispatch · 1 |
| Health Insurance Planning 2 of 9270 firms | — | Healthpilot · 1 Waterlily · 1 |
| Advice Engagement 35 of 9270 firms | — | Asset-Map · 24 fpPathfinder · 9 Knudge · 3 |
| Business Intelligence/Metrics 2 of 9270 firms | — | AdvisorEconomics · 1 RIA Pulse · 1 |
| Prospecting 5 of 9270 firms | — | Wealthfeed · 5 Poseidon · 1 |
| Business Valuation 3 of 9270 firms | — | BizEquity · 2 Maus · 1 |
| AI Assistants/Agents 2 of 9270 firms | — | Moxo · 2 |
| AI Platforms 8 of 9270 firms | — | Google Gemini · 3 · 4.0/5 Perplexity · 2 |
| Other Specialized Planning 3 of 9270 firms | — | Carefull · 1 |
| ESG/SRI 6 of 9270 firms | — | YourStake · 4 Ethos ESG · 2 |
| 401(k) Implementation 20 of 9270 firms | — | Vestwell · 8 Guideline · 6 Human Interest · 4 |
| Digital Onboarding 3 of 9270 firms | — | Feathery · 1 FusionIQ · 1 Marstone · 1 |
| Behavior Assessments 5 of 9270 firms | — | Money Quotient · 2 ROL Advisor · 2 knomee · 1 |
| Video Meetings & Messaging 124 of 9270 firms | — | Zoom · 123 Loom · 2 |
| Website Builders 3578 of 9270 firms | Squarespace · 1791 firms (19%) | Squarespace · 1791 Wix · 1316 Webflow · 473 |
| Password Management 4 of 9270 firms | — | 1Password · 3 Lastpass · 1 |
| Phone & VoIP 3 of 9270 firms | — | Zoom Phone · 3 |
| Email & Office Suites 88 of 9270 firms | — | Microsoft 365 · 83 Google Workspace · 5 |
| Team Chat & Collaboration 3 of 9270 firms | — | Slack · 3 |
| Project Management 5 of 9270 firms | — | Smartsheet · 3 Monday.com · 1 Notion · 1 |
| TAMP 34 of 9270 firms | — | GeoWealth · 20 |
| Other 2 of 9270 firms | — | JumpShare · 1 MotionAI · 1 |
The firms the other RIAs work with (marketing, compliance, tax, coaching…), and Silver Oak Leaf Financial Services L.l.c.'s. Not part of the match score.
| Category | Silver Oak Leaf Financial Services L.l.c. uses | Most used |
|---|---|---|
| All-in-One Marketing 5 of 9270 firms | — | Fiduciary Check · 5 |
| Brand Design 2 of 9270 firms | — | Objective Brand · 1 |
| Website Design 97 of 9270 firms | — | Zephyr CMS · 66 Advisor Websites · 22 Advisor Designs · 8 |
| Outsourced Estate Document Preparation 5 of 9270 firms | — | Estate Guru · 2 Valur · 2 Estately · 1 |
| Outsourced Life Insurance/LTC/Annuities Solutions 14 of 9270 firms | — | LLIS · 5 Annuities Genius · 2 |
| Outsourced Medicare/Health Insurance Solutions 3 of 9270 firms | — | Move Health · 3 |
| Other Financial Planning-Related 3 of 9270 firms | — | YourCyber Life · 2 |
| Recruiting 2 of 9270 firms | — | |
| Compliance Consulting 7 of 9270 firms | — | AdvisorAssist · 1 |
| Independent RIA Support 227 of 9270 firms | — | RIA Innovations · 1 tru Independence · 1 |
| Corporate RIA 5 of 9270 firms | — | Savvy Wealth · 2 CGN Advisors · 1 Farther · 1 |
| Other 2 of 9270 firms | — | Advisor Law · 1 Silvy Growth · 1 TMN Creative · 1 |