You should have the freedom to select the best software for each of your core applications from different vendors without paying the price of repetitive data entry and system incompatibility.
To make our separate programs "play well' together; so that you can spend more of your time managing your client's money and not managing incompatible software.
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You want the best solution you can find for each money management software application in your financial advisor practice -- the best CRM integration, best portfolio accounting management systems, and best financial planning applications working as if they were a complete system. Only you can judge what is "best" for your way of doing business.
Now there is at least the beginning of a solution. The member companies of Your Silver Bullet can each provide an excellent solution for one of your core applications. And each is also committed to making its application work well with the others. Our goal is to make data integration among our separate programs as seamless (and painless) as it would be if they were one application. While we have a long way to go to reach this goal, we have already made substantial progress. The purpose of Your Silver Bullet is to accelerate our development of integrated solutions and to give you an easy way to find programs that "play well" together.