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"We spend a lot of time working with our community to understand their processes and workflows. That level of input is the genesis for how we've built our technology platform." — Brad Shepherd, CEO

Advisor technology is at its best when it helps you do what you do best without getting in the way, making the once difficult seem effortless.

Founders Financial approach to technology including client experience, enterprise management, and cybersecurity

| Our Approach

Thoughtfully Curated Technologies & a Passionate Focus On Your Success

With hundreds of different technologies available to you, the effort and cost to find, test, onboard, and manage a unique setup is too much for most advisors. That's why we've curated and integrated the best technologies and made them easy to use — creating powerful, turn-key workflows for your business while delivering incredible experiences that your relationships will love.

Curated technologies that are purposefully integrated so that they fit naturally within your enterprise.

Master Technology with One-on-One Support From Experienced Leaders

Your success isn't something we take lightly. Achieve the results and synergies your enterprise needs with support from our in-house team of experienced trainers as they teach and prepare you to get the most out of your technology.

Personalized, one-on-one training. We're right there with you to make sure you're 100% prepared.

Holistic view of Founders Financial tech stack focused on the client experience, including, Orion, Riskalyze, DocuSign, Fi360, LifeYield, eMoney, and PreciseFP

| Client Experience

Create Powerful Experiences & Deliver More Value to Your Relationships

From A to Z, you'll have everything you need to deliver modern, valuable experiences to your relationships. Share impactful insights and have meaningful conversations using an intuitively designed and integrated digital-first approach.

  • Comprehensive financial planning
  • Client portal & document vault
  • Interactive risk assessment
  • Integrated data gathering
  • Dynamic performance reporting
  • Digital client onboarding
  • Streamlined fiduciary documentation

Modern, branded experiences to serve your clients easier and showcase the incredible value you provide.

Holistic view of Founders Financial CRM tech stack, including Salesforce, Redtail, and SmartOffice

| Enterprise Management

Your Favorite CRM or Ours, Connected to Our Suite of Advisor Technologies

Use your favorite CRM to manage your client information, or select from our supported partnerships for even deeper levels of integration into other systems and applications.

  • Contact management
  • Task management
  • Meeting notes
  • Marketing automation integration
  • Integrated data applications
  • Work flow automation

Choose your favorite CRM and manage your relationship data more efficiently.

Holistic view of Founders Financial tech stack focused on practice management, including, Microsoft 365, Docupace, Founders Financial, RPAG, and DocuSign

End-to-End Solutions That Help You Work Smarter, Not Harder

Don't just keep your business moving; give it the power and capacity it needs to grow by adding the right mix of technology to your middle and back offices. Unlock efficiency when manual processes are replaced with automation — leaving you more time to lead your enterprise and the relationships you serve.


Streamline how your enterprise operates, so you spend more time on the business, not in it.

Holistic view of Founders Financial marketing tech stack including, FMG and Broadridge

Promote & Engage Relationships Like a Marketing Pro, Even if You Aren't One

Engage your relationships and drive lead generation to new audiences with easy-to-use marketing automation tools that empower you to share your story in an evolving digital environment.

  • Automated campaign management
  • Social media scheduling
  • Email scheduling
  • Website management
  • Insights & analytics

Operate as if you have an entire marketing agency behind you. Create beautiful websites and schedule campaigns with just a few clicks.


Learn More About Our Marketing Platform

| IT Support & Cybersecurity

Ctrl+Alt+Defeat Struggles with IT Infrastructure Management

Our IT team proactively monitors, maintains, and supports your complex, ever-evolving technology infrastructure, allowing you to focus on serving your client relationships. You can enjoy peace of mind knowing that your devices and systems are always compliant, up-to-date, and running smoothly.

Your struggles managing the hardware, software, and digital services for your enterprise simply disappear.


Stay One-Step Ahead of Threats to Your Data and Evolving Regulation

Protecting your business data and client information is critical when everyone with a keyboard is a threat and regulators are cracking down on cybersecurity. A turn-key solution makes comprehensive cybersecurity easy to implement and manage without compromising your independence.

  • Device security and protection
  • Endpoint detection and response
  • User access support
  • Encrypted communications
  • Password management
  • Firewall, Wi-Fi, and remote comms protection
  • Software optimization and services

Protect your enterprise and relationships with responsible layers of security without compromising your independence.


Explore Our Approach to Cybersecurity

Are you ready to bring organization and results to how your technology operates?

Brad Shepherd  | Chief Executive Officer

"I'd love to show you what we've built and how we have taken the collective feedback of our Member Partners to deliver a technology stack that actually lives up to its promises."

Let's Connect
Bradley Shepherd, CEO Founders Financial
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