Coldstream Wealth Management Technology Stack

ADP Workforce Now is a web-based human resources application designed especially for midsize businesses. This app gathers and automates company's HR processes into a single dashboard.

ADP Workforce Now is a cloud-based human capital management, talent management, and benefits software built for mid-sized companies with more than 50 employees.

Mercer (US) Inc provides human resource consulting services for the employers. Its services include compensation, employee benefits, communication, human capital strategy, investment consulting, and program administration.

ASP.net is an open source framework for building web applications and services with .NET and C#.

Backbone.js is a JavaScript framework with a RESTful JSON interface and is based on the model–view–presenter application design paradigm.

Font Awesome makes it easy to add vector icons and social logos to their website.

Gravatar is a service for providing globally unique avatars and was created by Tom Preston-Werner. It is owned by Automattic, having integrated it into their WordPress.com blogging platform.

Hypertext Markup Language (HTML) is the standard markup language for documents designed to be displayed in a web browser. It can be assisted by technologies such as Cascading Style Sheets (CSS) and scripting languages such as JavaScript.

JavaScript is the programming language of HTML and the Web.

Perfect library for adding search, sort, filters and flexibility to tables, lists and various HTML elements. Built to be invisible and work on existing HTML.

Moment.js is a free and open source JavaScript library. The library is a wrapper for the object making the object a whole lot easier to work with. the problem with JavaScripts object isnt the functionality it brings; its just extremely cumbersome to use as a developer.

Azure Active Directory (Azure AD) is enterprise cloud-based identity and access management (IAM) solution.

Azure Active Directory Domain Services (Azure ADDS) provides scalable, high performance, manged domain services such as LDAP, Keberos, Windows Integrated authentication and group policy.

Black Diamond Wealth Platform is a portfolio management system and client reporting solution for financial advisors and wealth managers.

eMoney provides technology solutions and services that help people talk about money.

Money Guide Pro is a financial planning software solution.

ShareFile is a secure content collaboration, file sharing and sync solution that supports all the document-centric tasks and workflow needs of small and large businesses. The company also offers cloud-based/on-prem storage, virtual data rooms and client portals. ShareFile is owned by Citrix Systems

Explore Excel. New data analysis tools help to track and visualize any data for greater insight, plus more ways to share company data.

Microsoft Office 365 provides web, desktop, and mobile apps for Outlook, Word, Excel, PowerPoint, OneNote, Publisher, Skype, OneDrive, Exchange Online, and more.

Microsoft SharePoint is a web-based collaborative platform which is primarily used for storing and sharing documents, and communicating information across organization.

Microsoft Teams is a chat-based workspace in Office 365 which lets users collaborate on documents, make voice & video conference calls, view chat logs, and more.

Slack is a single workspace that connects users with the people and tools they work with everyday, no matter where they are or what they do.

Wire is a secure messaging & collaboration tool for businesses with end-to-end encryption, group chats, video & voice calls, file sharing and screen sharing.

Salesforce's Desk.com is a cloud customer support solution with features including agent console, knowledge base and multi-channel support.

Salesforce Forms helps to create forms to collect data from your site visitors and submit the data to standard or custom Salesforce objects.

Spiceworks Help Desk is designed for IT pros to manage users and help run the business.

DNS Made Easy is an exciting service which helps thousands of individuals get their business and ideas online everyday. Businesses around the world use DNS Made Easy each day to direct their traffic to their designated systems. There is no other service provider on the Internet that offers such a flexible web based Internet service system.

Facebook is a social networking site that makes it easy for people to connect and share with family and friends online.

Facebook pixel is a snippet of JavaScript code that allows customers to track visitor activity on their website.

Later helps to plan, schedule, and manage content for Instagram.

SendinBlue is an online Email Marketing solution to manage contacts, create, send newsletters and track results.

Twitter is a microblogging and social networking service on which users post and interact with messages known as "tweets".

Facebook Pixel helps organizations measure customer actions, build audiences and unlock optimisation tools. Facebook pixel is a snippet of JavaScript code that allows you to track visitor activity on your website.

Google Analytics allows users to measure sales & conversions, plus gain fresh insights into how visitors use sites, & how they arrived on site.

The Windows Azure Platform enables businesses to run critical applications with a higher performance-price ratio by running them on the services platforms data centers on a pay-as-you-go basis.

Vimeo PRO is a business video hosting platform.

WPBakery Page Builder is a page builder plugin for WordPress which allows you to create stunning website content.

Yoast offers plugins to improve SEO and optimize web sites and blogs.

YouTube is a video sharing service where users can watch, like, share, comment and upload their own videos. The video service can be accessed on PCs, laptops, tablets and via mobile phones.

Microsoft Exchange Online is a hosted email for business.

VMware, Inc. is a compute, cloud, mobility, networking, and security infrastructure software to businesses in the united states and internationally.

Microsoft Office is a suite of desktop productivity applications and client and server software designed for data analysis, presentations and numeric manipulations.

TenantCloud is a cloud service with personal portals for Landlords, Tenants, and ServicePros where they can pay and collect rent online, communicate, store rental info, upload move-in/out pictures, manage maintenance requests, and more.

Microsoft Outlook is an personal information manager from microsoft which helps users communicate, manage schedules & find what they need quickly & easily.

Zoom is a scalable, cloud based video conferencing & web conferencing platform enabling online meetings, webinars, file sharing, group messaging and more.

SolidWorks is a solid modeling computer-aided design and computer-aided engineering computer program published by Dassault Systèmes, that is used to develop mechatronics systems from beginning to end