Join Our Network

Are you a financial planner seeking an opportunity to grow your practice while removing the day to day operational needs of being a business owner?  Here at FinancialConnex, we work in a collaborative technology oriented environment to allow the next generation of financial planners access the resources to start and grow their planning practices.  A few of the resources include:

  • eMoney
  • AdvicePay
  • GotoMeeting
  • Independent Advisor Institute

We welcome the opportunity to discuss your needs and how we can assist you with your practice.

Independent Advisor Institute