Technology

For almost 40 years, we have been working with and learning from representatives like you. Our platform combines our expertise and best-in-breed third-party products. That means you get an integrated, end-to-end solution that helps streamline and automate routine tasks so you can focus on what matters most—serving clients and scaling your business. That is why we are constantly exploring new and innovative ways to help you become more effective and efficient. Our goal is to help you create, implement and manage your clients’ accounts.

 Below are some of the systems that you will have access to in order to help support and grow your business.

Robust web platform for tracking all business and compensation you generate.
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Customer Relationship Management (CRM) system allows you to seamlessly track conversations, view and add notes.
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Allows for client and portfolio risk alignment with the clients’ risk tolerance. Uses leading scientific theory to objectively pinpoint an investor’s Risk Number.
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RBC’s account aggregation and client engagement platform.
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Envestnet MoneyGuide is dedicated to the mission that everyone needs and deserves a quality financial plan - and focuses exclusively on helping advisors use financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals.
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Automate document signatures, enable straight through processing and transform client experiences. This secure mobile-friendly application allows paperwork to be processed quickly and securely.
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You have the ability to text message your clients directly and have all incoming and outgoing messages automatically archived.
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Mobile check deposit system that allows clients to conveniently deposit checks using a fax, cellular phone or smart device.
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