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Home
About
The Why
The ChFOA Program
ChFOA Summary
ChFOA Online Curriculum
Executive Team
Mastermind Group
Seismic Shift Book
Schedule Call/Meeting
MFO Platform
Engineering Strategies
Knowledge Center
Conferences
September Wealth Engineering Conference
Expert Sourcing
Wealth Advisory
Podcasts
Contact
News
Newsletters
Seismic Shift Newsletter
Press Releases
Press Releases
STP’s ComplianceAdvisor Joins The Wealth Engineering Expert Sourcing Consortium
Lake Mary FL, July 7, 2026 – The Wealth Engineering Family of Companies (WE) today announced that STP’s ComplianceAdvisor Platform has joined its Expert Sourcing Consortium, complementing WE’s synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards. The partnership gives wealth advisors in WE’s universe direct access to a full-service compliance suite covering program management, marketing reviews, employee and client trade monitoring, vendor oversight, and regulatory reporting, services that have become increasingly complex and expensive for firms to manage in-house..
FairMarketValue Joins The Wealth Engineering Expert Sourcing Consortium
Orlando FL, June 30, 2026 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of FairMarketValue (“FMV”) as a core component of its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards.
Allposit Joins The Wealth Engineering Expert Sourcing Consortium
Orlando FL, April 23, 2026 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Allposit as a core component of its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards.
FamVault Joins The Wealth Engineering Expert Sourcing Consortium
Orlando FL, April 2, 2026 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of FamVault as a core component of its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards.
CyFlare joins The Wealth Engineering Expert Sourcing Consortium as its Exclusive Managed Cybersecurity Partner
Lake Mary FL, March 12, 2026 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of CyFlare as an exclusive core cybersecurity partner within its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards.
Vanilla Joins The Wealth Engineering Expert Sourcing Consortium as its Exclusive Estate Planning Technology Partner
Orlando FL, March 10, 2026 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of the Vanilla patented estate planning platform as a core component of its Expert Sourcing Consortium; synchronized with our other expert sourcing firms and our elastic infrastructures – The FusionPowered Wealth Advisor and OpenOption Practice Engineering Dashboards.