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Integrated Technology

At Legacy Wealth Partners, we strive to use state of the art technology to better serve you.

Through strategic relationships with leading technology vendors our advisors at Legacy Wealth Partners, Inc. have access to integrated platforms with cutting edge administrative tools, data aggregation services, client relationship management, portfolio and investment analysis and retirement planning.

How does this better serve you?

The right technology frees our advisors to focus more time on their clients. Having a single point of access to a comprehensive wealth management portal allows advisors to better manage portfolios, conduct research, perform transactions and support their clients’ needs. We are able to generate customized reports, analyze data and move from information to action more efficiently.