Tools for Success

Convenience at Your Fingertips

Here’s a range of tools and resources we’ve gathered for advisors and clients to use to maximize your financial planning experience with Telos.
A leading provider of technology-enabled credit card processing services, with expertise and experience in meeting the unique needs of all types of businesses.
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only financial advisor wealth-planning system that offers superior transparency, accessibility, security and organization for everything that affects clients’ financial lives.
Schwab’s three main business segments are structured to meet client needs – removing complexity but not the quality and sophistication of investment solutions.
Retirement accounts can grow 75% larger when professionally managed by financial advisors. Pontera enables this growth by allowing advisors to manage and trade their clients’ retirement accounts as part of a holistic portfolio.
Utlitize this file sharing platform to securely send files directly to Telos.

Financial Planning Solutions

Check out these additional sites that offer helpful tools and insights for advisors and clients.

CFS’ mission is helping families save on – not just for – the cost of college with the help of their financial advisor/institution. Use our new College Estimator tool to get started.
In order to achieve Modern Finance status, organizations are looking to leverage Enhanced Finance Control and Automation solutions to improve their core accounting and finance processes.
Through the Certified Exit Planning Advisor credential, the Exit Planning Institute provides professional advisors with the content, tools and training needed to gain more access to business owners, strengthen relationships and become the most valued advisor.
FP Alpha is an AI-driven comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients in a scalable, intelligent and cost-effective manner across 16 disciplines – all while remaining complementary to current retirement planning software.
Hidden Levers is now a part of Orion. Learn how this next-level fintech combination can help you better serve your clients.