Firm Update Archives

Patch Notes 3.3

This Patch Notes brings you a single, smaller update and a host of things that I’m working on. The only updates to the firm this quarter were made with the goals of getting more efficient and streamlined in the data gathering process so that I can focus more on getting work done for you as clients! For upcoming changes we have a potential big software change and a content idea.

Patch Notes 3.1

Patch Notes 3.1 The most recent Quarter of changes at Open World. In this edition of Patch Notes we’re bringing you our quarterly update on all things happening at Open World. As the year winds down, some of the changes we worked on are wrapping up and there’s still some stuff to be worked on […]

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Strategic Alliances

We select quality organizations to align our firm with. These are some of the vendors that we use.

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For the benefit of no commissions or transaction fees, fully digital account opening, a large variety of security options and complete integration with software tools, Open World Financial Life Planning utilizes Altruist Financial LLC, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the introducing broker to Apex Clearing Corporation, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the clients’ custodian. Open World Financial Life Planning does not receive any research or other soft-dollar benefit by nature from its relationship with Altruist Financial LLC, nor does Open World Financial Life Planning receive any referrals in exchange for using Altruist Financial LLC as a broker dealer.
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