Technology

In an industry that’s constantly growing and changing, access to the right technological resources is vital to your success as an advisor.

Solutions that work for you

We provide top applications and innovative technology designed to grow your business and to help serve your clients more efficiently and deliver comprehensive advice. We will work with you to develop or find tools specific to you and your clients. 

You’ll have the latest technology, with access whenever you need it. You can choose our tools and technology including:

  • Client Relationship Management systems
  • Integrated financial planning software
  • Remote check deposit
  • Dictation services
  • Online account transfers
  • Investment proposal systems and reporting
  • Mobile access
  • Account aggregation
  • Technology services
  • Electronic form population