Broker Check

Tools & Technology for Advisors

Innovate Your Services with the Proper Tools

At McKinney Capital Management, we provide you with the latest technology available to simplify your operations, drive revenue and enhance client relationships as you fast-track your journey towards independence.

AdviceWorks

AdviceWorks

With AdviceWorks, you gain access to an integrated and interactive environment created to simplify operational complexities, foster growth, and nurture client relationships. Using this tool, you can automate routine tasks, streamline operations, and leverage in-depth reporting and analytics.

MoneyGuidePro

MoneyGuidePro

MoneyGuidePro allows you to identify client objectives and systematically outline a strategy that highlights risks, forecasts possible obstacles, and delivers practical advice for achieving financial prosperity. It's the premier software for clients to envision their financial trajectory and confidently make educated choices. 

My Advice Architect

My Advice Architect

Take advantage of a unified solution that offers total management of every aspect of your financial services. With My Advice Architect, gain access to all essential tools in one place to offer a thorough and well-rounded service that exceeds expectations.

Guidance That Will Elevate Your Practice

Strategic Planning Team

Strategic Planning Team

Wealth Optimization Solutions

Wealth Optimization Solutions

Retirement Saving Plans

Retirement Saving Plans

IT Support Crew

IT Support Crew

Practice Management Tools & Resources

MarketingCentral

Leverage exclusive, automatable marketing plans tailored to multiple demographics that make outreach as easy as flipping a switch.

Research and Insights

Showcase the value of your program to clients with our informative research and insights.

Growth360

We'll identify the areas with the most growth potential to help put the right resources and best practices to work for your program.

LeadEngine

Have local, high-intent, screened an qualified client leads sent directly to your advisors' inboxes.

Book Your One-On-One Consultation Now

Start your path to autonomy now by arranging a custom consultation with one of our specialists.

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Our Services

We offer an all-inclusive financial planning service that comes with a supportive team who will work closely with you throughout your financial journey.

Our Services

Meet the Team

Our team builds long-term relationships with a down-to-earth perspective that clients can relate to, always going to the nth degree to help clients achieve their financial goals.

Our Team

Contact Us

Are you ready for a different financial advisor who will support you every step of the way? Don’t hesitate to reach out today.

Contact Us