SoundView Advisors Technology Stack

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

Money Guide Pro is a financial planning software solution.

Orion Advisor provides technology and accounting services through implementation and conversion, brokerage dealer, client communication, and tax reporting services.

Network Solutions provides web services such as web hosting, website design and online marketing, including search engine optimization and pay per click management.

nGuard is an information security firm providing security assessments, managed security services, compliance management.

ShareFile provides customers with the ability to send, receive and share large business files securely. Through the ShareFile portal, customers can offer clients a personalized, company-branded and password-protected platform from which to collaborate on files.

Squarespace is a SaaS-based Content Management System (CMS) offering a website builder, blogging platform and hosting service.

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