RIAs ♥ SmartRIA
Of course, we think our software is awesome. But what our customers say is most important.
Of course, we think our software is awesome. But what our customers say is most important.
Bill Nelson, CFP®, CSLP®, Founder
Pacesetter Planning
Tyler McMurray, Compliance and Operations Manager
Visionary Horizons, LLC
Vern Bell, President
Texas Elite Advisory (TEA)
Michael Simpson, CFP®, Financial Advisor & Investment Advisor Representative
Visionary Horizons Wealth Management
Patrick King, Founder
Transformative Financial
John Pollock
Chief Executive Officer of Financial Gravity Companies, Inc.
Chief Compliance Officer of Financial Gravity Wealth, Inc.
Veronica Pinto, Family Wealth Advisor
Wealth Solutions
Michael Greene, VP of Operations
Highland Private Wealth Management