Strategies for Wealth Technology Stack

AddThis provides social engagement tools, APIs and services personalizing websites for engagement, monetization and traffic boosting

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.

FMG Suite is the premier automated content marketing system for financial advisors.

LinkedIn Login is an​ authentication solution that lets users sign in with their professional identity.

LocalVox is a social and mobile marketing platform that helps local businesses market themselves online.

Nielsen is a leading global information and measurement company that enables companies to understand consumers and consumer behavior.

Qzzr is a quiz creation tool which enables marketers, companies, publishers, and agencies to create custom embeddable quizzes for lead generation and engagement.

Cloud based storage systems by AWS.

Amazon Web Services (AWS) is a comprehensive, evolving cloud computing platform provided by Amazon that includes a mixture of infrastructure as a service (IaaS), platform as a service (PaaS) and packaged software as a service (SaaS) offerings.

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

VMware Server is a free virtualization product for Windows and Linux servers with enterprise-class support. It enables companies to partition a physical server into multiple virtual machines and to start experiencing the benefits of virtualization.

Windows Vista is an operating system produced by Microsoft as a member of the Windows NT family of operating systems for use on personal computers.

Windows XP is an operating system produced by Microsoft as part of the Windows NT family of operating systems.

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

Bootstrap is a free and open-source front-end framework for designing websites and web applications. It contains HTML and CSS-based design templates for typography, forms, buttons, navigation and other interface components, as well as optional JavaScript extensions.

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

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.

jQuery is a cross-platform JavaScript library designed to simplify the client-side scripting of HTML. It is free, open-source software using the permissive MIT License. Web analysis indicates that it is the most widely deployed JavaScript library by a large margin.

Avaya is a multinational technology company that specializes in cloud communications and workstream collaboration solutions that define the future of work and the customer experience.

CIPHR is a UK developer & provider of HR Software as a Service which offers a fully scalable solution for all HR needs, covering the entire employee lifecycle with people management, employee self-service, absence & working time management, payroll, eRecruitment, communications & more.

Cisco WebEx is a cloud-based communication & collaboration app which combines screen sharing with voice & video conferencing, call recording, mobile apps & more.

ON24 webcasting and virtual communications solutions provide corporations with the power to engage global audiences with interactive, live content for marketing, training and corporate communications. Their industry-leading platform helps organizations to communicate with employees and clients.

Bloomberg Terminal is at the cutting edge of innovation, delivering fast access to indispensible news, data and trading tools from any internet-connected PC or mobile device, and helping its subscribers turn knowledge into action.

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

Cisco Email Security protects against ransomware, business email compromise, spoofing, and phishing.

Cloudflare mitigates threats from website scraping to application level attacks e.g. SQL Injection and DDOS Protection without any additional hardware.

Symantec provides cybersecurity software and services.

Symantec Endpoint Protection is an antivirus and personal firewall software for centrally managed corporate environments.

Cisco delivers a comprehensive portfolio of switching solutions for Enterprise Networks, data centers, and smaller businesses.

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

Cloudflare Content Delivery Network (CDN) is a geographically distributed group of servers that ensure fast delivery of Internet content, including HTML pages, JavaScript files, stylesheets, and images.

Vimeo PRO is a business video hosting platform.

Wistia is an online video hosting platform built specifically for businesses. This professional video hosting service is easy to use and facilitates successful video marketing through a host of great tools and features. Covert viewers to leads with features such as the Turnstile email collector and clickable calls-to-action.

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.

eFileCabinet is a paperless office and document management solution designed to meet the needs of multiple industries through cloud or on-premise deployment.

Egnyte is an enterprise file sharing & collaboration tool that allows users to securely access, share, & collaborate with colleagues & partners from any device.

GoToMeeting is a web conferencing tool that allows users to host an online meeting with high definition video conferencing from their Mac, PC, iPad, iPhone or Android device with up to 100 participants.

New Microsoft PowerPoint is cleaner and primed for use on tablets and phones, so client can swipe and tap their way through presentations. Presenter View automatically adapts to their projection set-up, and client can even use it on a single monitor.

Explore Word is an easier screen-reading experience, new ways to work together on documents, and tools that help customers to polish their documents.

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.

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.

Fundera is an online marketplace that connects small business owners with the best funding provider for their businesses

H&R Block offers tax filing, reporting and compliance solutions.

H&R Block, Inc. (NYSE: HRB) is a global consumer tax services provider. Tax return preparation services are provided by professional tax preparers in approximately 12,000 company-owned and franchise retail tax offices worldwide, and through H&R Block tax software products for the DIY consumer. H&R Block also offers adjacent Tax Plus products and services.

inDinero creates software to help small businesses track and manage their finances.

Intuit's Online Payroll is an online platform which allows US-based businesses to manage their payroll, with automatic calculations, tax form e-filing.

Intuit TurboTax offers solutions for e-filing of taxes and other tax compliance needs.

GoPayment is a payment management and mobile payment gateway allowing vendors to process credit card transactions via mobile application. The mobile payment platform uses a credit card reader plugin enabling users to processGoPayment amounts and request customer electronic signatures via a touch sensitive screen.

QuickBooks Self Employed provides flexible plans for independent contractors and freelancers for tax filing, tax receipts, tax management, accounting, expenses.

Teamwork is a cloud-based project management solution that provides businesses functionalities to manage different operations of a project.