PBC Private Wealth is proud to be an independent firm. We value our relationships with our clients and the level of service we provide. To elevate our service, we have carefully chosen industry professionals and vendors that offer what we determine to be robust support and resources.
Our business is amplified by LPL Strategic Wealth Services, a fully integrated custody and business support platform providing a dedicated service team and a seasoned suite of professionals, including a CFO consultant, technology professionals, administrative staff, and a dedicated marketing consultant. We are able to leverage LPL Financial’s superior technology to enhance the service and reporting standards that we offer our clients.
Thomson ONE allows advisors to keep abreast of market developments, so when an unexpected event unfolds, we can quickly assess the potential impact on our clients.
CFRA’s essential analytical tools allows us to stay on top of changes in the markets so we can make informed investment decisions, track strategies to maximize returns and deliver clear investment insights to our clients.
Morningstar provides our team with research and to-the-minute market information and insights that we can pass along to our clients.
The Black Diamond® Wealth Platform allows us to devote the time we need to guide our clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience.
Our portfolio analysis tools are designed to help us assess our clients risk tolerance, and provide them a full report of their accounts and portfolios. These tools also allow us the ability to analyze investment analytics, as well as create and implement fully customized portfolios, designed around our clients risk profile.
Redtail is a cloud-based CRM for financial advisors that offers automated workflows, an intuitive user interface and integrations galore.
Wealth Vision is a comprehensive and flexible web-based wealth and goal planning tool that provides comprehensive, aggregated client view of all assets in one place with real time asset values for their financial plan across multiple accounts and advisors (LPL Financial and non-LPL Financial accounts).
AdvisoryWorld's applications, calculation library and business logic are proven in the marketplace. While AdvisoryWorld makes numerous technological advancements through its own Research & Development efforts, much of its thought leadership is collected through extensive discussions with its customer base.
LPL Research delivers objective advice and provides us with robust tools for asset allocation, manager research, portfolio management, and sustainable investing.