Nitrogen: The firm uses Nitrogen (formerly Riskalyze) and intends to have this tool linked or integrated into the new site.
• Microsoft Bookings: This tool will be integrated into the website to allow clients to schedule meetings directly, though Blake Robbins expressed a desire to manage this carefully to avoid calendar spam.
• Prudential and LPL Financial Portals: Because the firm partners with Prudential and LPL Financial as their broker-dealer, clients typically have access to institutional-grade resources and account portals through these entities.
Additionally, the firm plans to include a newsletter signup or “Join our Community” feature, which may reside in a small banner or the footer to allow clients to stay informed without being bombarded by pop-ups