 |
Strategic Partners |
|
 |
|
Customized Contact, Client and Office Management for Financial Advisors. www.act4advisors.com |
|
|
|
 |
|
AppCrown provides the most comprehensive integration solution for the broker-dealers and independent RIAs. Whether you are a broker-dealer with over 1,000 reps or an independent investment advisor with $25 million in assets, AppCrown provides the workflow integration plan to automate and streamline your internal processes along with all 3rd party financial software applications. www.appcrown.com |
|
|
|
 |
|
Toshiba, Lexmark and HP
Printers, Copiers, Scanners and supplies
Reconditioned also available- Pre-loved Copiers with a Guarantee |
|
|
|
 |
|
Dynamic Methods is a Microsoft GOLD Certified Partner specializing in Microsoft CRM solutions for financial services firms. Certified in both Microsoft Dynamics CRM and Microsoft Dynamics GP (formerly Great Plains), Dynamic Methods provides complete business management solutions built on Microsoft Dynamics and Microsoft Office. www.dynamicmethods.net |
|
|
|
 |
|
Emerald is the leading provider of Websites for financial professionals. Our Websites are technologically advanced and come pre-loaded with a wealth of financial resources and information to help you build credibility and close more sales.
An Emerald Website will raise your visibility in your community and help create the trusted advisor relationship that is the hallmark of a successful financial professional. Your Website should be an extension of your business or corporate identity. When you brand your practice with an Emerald Website, your prospects and clients will remember you when they need financial services. www.emeraldconnect.com |
|
|
|
 |
|
eMoney 360Pro is a web-based wealth-planning tool that offers an aggregated, comprehensive view of a client’s financial portfolio, as well as features and functions that enable more comprehensive financial planning and concierge-level servicing of a client’s needs.
With eMoney 360Pro, advisors can present compelling and dynamic financial and retirement plans, proactively manage client relationships and aggressively monitor their clients’ financial assets while providing client access via a client website, mobile phone or I-phone. Third parties, such as estate attorneys and CPA’s, are invited to participate in the client experience through our unique “Alliance Program” feature. Document storage, frequent flier aggregation, MS Office and CRM integration are other popular benefits.
Visit www.emoneyadvisor.com or call 888-362-4612 for more details. |
|
|
|
 |
|
E-Z DATA Incorporated is a Global Leader in CRM for Insurance and Financial Services.
www.ez-data.com |
|
|
|
 |
|
Finetooth Consulting is a research-based consulting firm, providing Transition Advisory and Practice Advisory services to Financial Advisors, Registered Investment Advisors and Broker Dealers across the country. www.finetoothconsulting.com |
|
|
|
 |
|
Laser App Software creates products that combine state of the art form filling technology with our massive library of industry related forms. Forms are maintained by us so reps can focus on their clients, rather that filling out paperwork. www.laserapp.com |
|
|
|
 |
|
MoneyGuidePro is a client-centered Financial Planning system for Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. It is intuitive and easy to use, while still providing sophisticated analyses and results. MoneyGuidePro is completely web-based and features on-line collaborative planning between advisors and clients. For more information or to register for a FREE trial, go to www.moneyguidepro.com. |
|
|
|
 |
|
ProTracker Advantage® is a client-centered contact and practice management system specifically designed by and for financial advisors. ProTracker Advantage® tracks appointments, tasks and notes for prospects, clients, groups and employees. Advantage has an intuitive graphical user interface. Program features include email archiving capability, built-in document management, marketing pipeline reports, forms interfaces, regulatory reports, workflow processes, a retirement projection calculator and a Required Minimum Distribution calculator. Interfaces with portfolio management software programs simplify the import of portfolio values and money balances for client accounts. ProTracker Advantage® sets the standard for comprehensive contact and practice management software in busy professional offices. www.protracker.com |
|
|
|
 |
|
Redtail Technology delivers web-based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention services. Offered as a subscription service, Redtail provides financial professionals with the tools necessary for their trade in an easy to use fashion that they can get up and running quickly. Additionally, the features of the service are flexible enough to meet the specific needs of the independent financial professional. Redtail’s high-performance platform is compatible with all environments and integrates with many popular financial industry solutions. www.redtailtechnology.com |
|
|