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Planning Office Automation

When you can access the information you need and the people you need to talk to from anywhere, your capabilities as an advisor greatly expand. We'll provide you with technology that makes that kind of access possible, so you can save time and stay on top of everything … easily.

Client Relationship Manager (CRM)
This application helps you more effectively manage your practice by allowing you to retain and manage key client and contact information. And by streamlining a multitude of tasks, it saves you time, too.

Case Tracker
Case Tracker is a Web-based tool that allows you to easily determine the status of any financial planning case, determine who is working on it at any time, and read any notes that have been added — giving you ultimate efficiency in managing the financial planning process.

Collaboration Capability
Eliminating traditional geographic boundaries, this platform allows you to share and receive ideas from your peers, allowing you to collaborate anytime … anywhere.

Client Vaulting Capability
This tool allows you to store and retrieve sensitive documents. Vaulted documents can be shared with your clients, other planners or your clients' other advisors.

Document Imaging and Storing
This feature solves the normal problems of storing, organizing, finding and sharing documents by converting documents into electronic formats and eliminating paper files, categorizing them as they are scanned. Once converted, documents can be shared with others on a secure Web site.

Online Commission Statements
Publishes your compensation statements on a secure site for convenient and immediate access.

Our network is standardized on Microsoft Outlook 2003 and Exchange 2003, making it easier for you to communicate and efficiently manage your day. Microsoft also works well with handheld devices, making communication even more convenient.

Wireless PDA Devices
We offer live, secure, wireless access to your contacts, calendars and e-mails using a handheld device (such as a Blackberry or Pocket PC). These devices are also fully integrated with our CRM software.

Lincoln Financial Network is the marketing name for Lincoln Financial Securities Corp. and Lincoln Financial Advisors Corp., both members of FINRA and SIPC and affiliates of Lincoln Financial Group.

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Hello future.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance
company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN,
and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products
distributed by broker/dealer-affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities
and investment advisory services offered through other affiliates. Explore Lincoln.