Partners

Morningstar Direct Advisory Suite
Morningstar Direct Advisory Suite is a web-based portfolio management software for advisors that BALDWIN uses for research and data to help select, analyze, and monitor individual investments and mixes thereof.

ADVYZON
ADVYZON is a comprehensive technology solution for financial advisors that offers client portfolio management, client reporting, and client relationship management (CRM) tools and solutions, among other services, on a single, integrated platform.

Compliance Solutions Strategies
In an effort to be compliant with the rules and regulations relevant to Registered Investment Advisers like Baldwin Wealth Management, BALDWIN has hired Compliance Solutions Strategies (CSS) as its compliance consultant. CSS brings technology-driven solutions to support financial services firms in navigating a clear and strategic path through the complex and fragmented global regulatory space. Its solutions and services help firms meet regulatory deadlines while optimizing compliance data, operations, and technology. The company currently serves over 600 software clients in the financial services vertical comprising hedge funds, traditional asset managers, and fund administrators. CSS maintains a global footprint across both North America and Europe with customer-facing offices in New York, London, Dublin, Paris, Amsterdam, and Stockholm.

Network of Specialists
BALDWIN has a broad network of specialists with areas of expertise related to investments and financial planning such as tax law, tax accounting, insurance, lending, intra-family communication, and Social Security, to name several.