Tools for Your Financial Success.
Creative Financial Designs offers cutting-edge tools to empower your financial planning and tracking. Whether refining your strategy or monitoring performance, our tools provide valuable insights—though availability may vary. Many secure portals are accessible through your financial website, so please contact your trusted professional for additional resources.
Albridge
Provides consolidated client reporting and performance tracking, helping you deliver clear, real-time insights across multiple accounts.
Black Diamond
Offers advanced portfolio management, performance analytics, and client reporting, enabling a streamlined experience from planning to execution.
Charles Schwab
Facilitates brokerage account management and custody services with industry-leading security and robust trade execution options.
eMoney
Powers collaborative financial planning with scenario modeling, goal tracking, and client-friendly dashboards.
Nitrogen
Translates client risk preferences into an actionable “Risk Number,” improving communication around portfolio design and expectations.
RightCapital
Provides a modern, user-friendly interface for planning scenarios, budgeting, and retirement projections—all in one secure platform.
Investment Profile Questionnaire
Quickly assesses a client’s risk tolerance and investment preferences, guiding recommendations that align with individual goals.
Investment Bucket Illustrator
A visual tool that simplifies explaining various “buckets” of investments, making it easier for clients to grasp allocation strategies. across multiple accounts.
Wealthscape
Translates client risk preferences into an actionable “Risk Number,” improving communication around portfolio design and expectations.
eVALUEator
Screens investments for adherence to morally and biblically responsible principles, helping advisers align portfolios with clients’ faith-based values.