Our Systems
The Industry leaders behind the technology, support, and security for what we provide.
With many choices available for custody provider of client assets, the team at Aries put significant thought and effort into choosing Pershing, a BNY Mellon company. Safety of assets is paramount when working with a custodian, and Pershing has been the gold standard for safety for over 75 years.
Many of the most complex financial institutions in the world have chosen to work with Pershing because the institution’s success is measured by one simple benchmark: client success. In an everchanging marketplace and through times of global instability, the Pershing team has been trusted, tested and proven to protect their clients’ interests while providing them with the most innovative solutions possible. Registered Investment Advisors choose Pershing because the company is a leader in custodial services.
MoneyGuidePro®, created by PIEtechSM, is dedicated to making goal-based financial planning efficient and approachable. They provide easy-to-use financial planning tools that help wealth managers and advisors of all sizes customize planning services to the meet the unique needs of our clients.
MoneyGuidePro® provides superior technology tools that make it simple for us to engage with each of our clients—personally—and focus on relationships while at the same time building trust through accessible digital solutions. With strong integrations that help us be more efficient - reducing manual and duplicative work - and improving data quality in our clients' plans, we are ultimately able to provide better plans with more accurate and complete data.
The Orion wealth platform is an award-winning portfolio management system and client reporting solution for wealth managers and financial advisors. We at Aries Wealth Management proudly use Orion simply because it’s the best for our clients, and an industry leader.
Thomson Reuters provides invaluable financial products and services for confident trading and investing, and is paramount for wealth management firms like ours. It's a key component of the financial industry, and is integrated into our everyday workings in how we acquire news, information, and analytics.
Learn more about Thomson Reuters Financial by visiting their website