Technology plays an integral part in the financial services industry. At OBS Financial, we know technology is critical for growing your business and developing deep relationships with your clients.


We utilize the Epicenter Technology Platform to deliver our model portfolios to trust officers and retail advisors for redistribution to their clients. Epicenter provides privately-branded sales tools, client education materials, and business processing capabilities – all designed to make you more effective when working with clients. Epicenter is a valuable tool for trading, as well as information aggregation and dissemination.

Sales Tools

Epicenter’s Investment Planning Center consists of four key sales tools to help you deliver a professional and compliant sales experience:

  • Risk Tolerance Questionnaire
  • Investment Policy Statement
  • Portfolio Analysis Tools
  • Proposal


Education & Client Marketing

Epicenter houses hundreds of compliance-approved educational pieces that can be private labeled to use with internal staff, as well as current and potential clients, including:

  • Competitive Tools
  • Brochures
  • Presentations
  • White papers and articles
  • Portfolio information
  • Fund information



For Trust officers, Epicenter increases efficiencies by removing the burden of placing multiple trades to create portfolios, providing automatic targeted rebalancing, and interfacing with most of the major trust accounting software systems.

Management Reporting

The Report Center within Epicenter provides management reports with detailed trading activity, account information, and asset information.


Currently we have technology interfaces with the following custodian and trust account systems:


  • Fidelity IWS
  • Mid-Atlantic Trust Company
  • TD Ameritrade
  • Schwab


Trust Accounting Systems

  • SunGard Charlotte
  • SunGard AddVantage
  • Info Visa
  • AccuTrust Gold
  • AccuTech Cheetah
  • Trust Rite
  • HWA International
  • Metavante
  • Innovest