Since 1981, Flexible Plan Investments has built custom technology and adaptive strategies from the ground up. President Jerry Wagner explains how human oversight, personalized service, and continuous innovation differentiate the firm in today’s crowded TAMP marketplace.
The firm's newly launched Enhanced Wealth Management service offering sits at the center of this vision, giving advisors access to tax-efficient direct indexing, personalized harvesting strategies, and long/short overlays—all delivered within a unified UMA framework. With McCoy's guidance, Axxcess is advancing a platform that delivers personalized investing with institutional depth—without the operational drag.
Fueled by advisor-driven growth, Orion has seen an over 15% year-over-year increase in technology accounts for three consecutive years. Today, the firm supports more than 7.5 million technology accounts, 326,000 wealth management accounts, and 25,000 firms.
The ability to add subscription-based private investments enables advisors to better serve larger relationships with more sophisticated portfolios and equips them with the technology and execution capability to manage those relationships at scale.
CacheTech Advisor Solutions CEO Cormac Murphy explains why the firm avoids venture backing and rapid expansion, instead focusing on deep partnerships and institutional-grade tech that helps independent advisors scale sustainably. The TAMP integrates trading, investment management, CRM, and client engagement on proprietary technology. CacheTech’s independence—spinning out of a successful RIA rather than taking venture capital—enables focus on advisor needs over growth metrics.
Focus Partners Advisor Solutions blends systematic investing, tax-aware execution, and personalized planning support to help RIAs scale intelligently. Kevin Grogan, CIO of Systemic Strategies for Focus Partners, explains how the firm equips advisors for complexity—without sacrificing simplicity, flexibility, or expertise.
Envestnet’s Brooks Friederich explains how blending active and passive strategies—guided by deep research and ongoing due diligence—can help advisors scale effectively, manage risk, and deliver customized solutions that support client goals across wealth tiers.
