Who We Serve

Let's Work Together

It's our priority to understand your business, where you are and where you're going, so that the solutions you get are just right.

From the just-starting-out local boutique to the rapidly growing multi-location franchise, from brokerage firms to associations, we can tailor a solution that's the right fit for your needs today and into the future.

We know your time is valuable (and in short supply), and you also don't have a penny to spare for bad decisions, redoing work, or solutions that are just "good enough." Our flexible offerings evolve at the pace of your business to help you tackle your biggest HR challenges today so you can focus on what matters most — your people.

Get More Done Without Doing More

Learn how our clients are winning every day with all the ways our solutions take care of their manual day-to-day work so they can get back to doing business.

we get you

The Boss

CEOs and business owners are the masterminds behind it all. Keeping productivity up and keeping turnover down are your top priorities.

Payroll Peeps

Payroll needs to get payroll right the first time — and every time. You dream of tools that manage process with ease and lighten your workload.

HR Honchos

HR leaders are the go-to people to find, hire, and keep the best possible talent. You drive culture and are at the epicenter of working smarter.

Department Wranglers

Department managers need to quickly anticipate and react to changing day-to-day needs and the ability to keep your team members engaged and in the game.

The IT Crowd

IT builds the foundation that facilitates everyone’s work. Your biggest goals are to keep technology functioning smoothly, protecting data, and scaling for growth.

Number Crunchers

Finance leaders keep an eye on the bottom line. Data has to be accurate with easy-to-understand insights for you to build a complete picture that helps you make informed decisions.

Operations Wiz

Operations managers are always looking for an edge to take you further than others believed you could go. The best tools for you help you save time while staying in the know.

Team Players

Employees are the core asset of your business. You need simple, but powerful tools to access HR, payroll, and benefits anywhere, anytime to keep you focused on what matters most.

Oracle of Options

For brokers, advisors, consultants, and advocates by any other name, relationships are everything. It's your mission to be a champion for clients while adding to your book of business.

“Our organization is stronger, more agile, and more competitive as a result of our partnership.”

Peter Chen, VP of Finance, The Kennedy Group

“Paylocity is THE BEST!!! The product makes common sense in every sense of the word! It has changed my HR and payroll life!”

Gerri Jeffrey, Director of Payroll Services, Hathaway Brown School

Better Together

Brokers, financial advisors, consultants, associations, and partners of all kinds sail right past their competition with us in their corner. Tag us in to expand your services and raise your expertise.

Become a Partner

Your Partner Forward

We pride ourselves in the partnership we build with clients by delivering modern, easy-to-use technology and stellar service, backed by a culture that truly cares. Learn more about how we innovate and work to help you make the workplace you and your employees crave a reality.

Get to Know Us

Don't Take Our Word for It

We don't do what we do for the acclaim, but it's sure nice to hear we're doing things right. We work hard to keep our solutions and workplace on the cutting edge, with you and your people in mind. The occasional recognition is icing on the cake.

View Our Awards