Our Mission
Provide the most automated and efficient business platform for the investment advisory industry.
Our Story
With a long history of operating CPA and investment advisory businesses, our team has focused on efficiencies primarily by pushing our computer assets. We have a long history of integrating applications to make our work easier. In 2004, we created our first on-premise platform. This business was sold in 2009 as a life change required much more time.
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As we continued to grow our practice over the years, no platform or program made sense for us to buy. Therefore, we went back to programming and created the most modern and efficient platform.
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We are so confident you will agree with us, that you can test the system for sixty days with no money upfront.
Tom Schorn and Zach Pacello lead our team.
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Tom has thirty-plus years of experience running several successful businesses, including a CPA practice, an investment advisory, and a software development company. Tom searches for additional efficiencies in his own business and from other practitioners that he work with/
Zach Pacello is our head software engineer and an expert in artificial intelligence. His experience and programming expertise have been the driving force of creation and efficiency. Zach deals with our offshore team daily to push our software to a higher level.
