Strategic Partners
	Customized Contact, Client and Office Management for Financial Advisors. www.act4advisors.com
	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
	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
	Laserfiche - Document imaging and document management software for records management professionals. Manages, stores and retrieves millions of pages across the enterprise. Documents can also be published over the web or via CD. Also provides COLD/ERM and workflow solutions. www.laserfiche.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