Marketing & Planning Tools to Drive Business
Minimize your overhead, maximize your bottom line. That’s our philosophy when it comes to providing our advisors with the most effective technological resources available. Our lineup of sophisticated financial planning and business marketing solutions, coupled with our extensive knowledge and experience, will help you improve client relationships, increase the visibility of your practice and drive more business. Please click on the titles for more information.
Laser App Software
Laser App is an easy-to-use, interactive form-filling system designed for the independent financial advisor. Laser App uses your broker/dealer, advisor, and client data to assist in filling out the tedious and redundant fields in securities, annuity, clearing firm, and broker/dealer forms.
Morningstar Advisor Workstation
Morningstar Advisor Workstation brings together the investment research, client communication, and portfolio management capabilities of an industry leader. The result is a comprehensive back-office solution that provides advisors with the tools they need to conduct fundamental investment research, create sophisticated investment plans and presentations, and drive new business.
MoneyGuidePro
MoneyGuidePro provides your clients with professional, high-value financial plans that fit their exact needs. Its online collaboration capability offers a powerful new way to interact with your clients at any time, from anywhere in the world. By using a high-tech approach to provide high-touch service, MoneyGuidePro offers an interactive financial planning system for asset allocation, insurance needs, lifetime income planning, and Monte Carlo simulations.
AdvisorSquare
AdvisorSquare Web sites have helped more than 12,000 financial advisors use the Internet to grow their business. AdvisorSquare works with you to customize a look and feel for your Web site that reflects the personality of your practice. Whether your objective is to facilitate client communications or improve visibility, AdvisorSquare can offer a reliable, affordable solution. To view the site of an advisor, click here.
PracticeMark
PracticeMark is a comprehensive marketing program designed to help market and grow your business. PracticeMark will help you maximize your client relationships, as well as identify, attract and cultivate new customers. From developing an integrated marketing plan to generating turnkey collateral ads, newsletters or seminars, PracticeMark provides a cost-effective solution for increasing your bottom line.
If you would like additional information on our technology solutions, please call 800-720-4003.