Advisors will also be able to access Onyx portfolio models using solutions from Vanguard and Alpha Architect.
The subscription also comes with discounts for tools like Snappy Krakebn, Shaping Wealth, Holistiplan, Encorestate, Carson Coaching and NAPFA, and a discounted rate to attend its first conference, the Future Proof Festival.
Onyx went through a “soft launch” in December involving a diverse group of advisors, including former and current Financial Advisor Young Advisors to Watch Anna NJie-Konte, Michaell Policar, Luis Rosa, Leighann Miko and Samuel Deane.