Prospecting
& Marketing
Stay competitive in a changing – and digital – marketing environment.
Financial
Planning Tools
Easily create a professional plan using approved resources that include eMoney, MoneyGuide Pro, and Riskalyze.
Leading Client Relationship Management (CRM) Software
Our approved CRM vendors help ensure that client data is consistent across all your technology.
Research
Tools
Our research resources include Wealthscape® and discounted access to Morningstar Advisor Workstation.
Trading & Account Servicing
Wealthscape’s robust brokerage workstation integrates trading and service functionality with risk management tools.
Electronic Business Processing Platform
Docupace provides a flexible, paperless process that includes time-saving features ranging from autogenerated forms kits to eSignature. *
Data Aggregation & Reporting
Download, consolidate, update, and reconcile client data automatically.