 
 |
|
   |
|
 |
|
|
|
Advisor Products Inc.
Advisor Products Inc. is a client communications and marketing company serving over 1,800 of the nation’s leading independent financial advisors. API creates web sites, client newsletters, brochures, and stationery, and assists advisors with branding, writing their marketing copy and designing a logo.
API’s newsletters and web sites report financial news to clients in a manner that is consistent with the best practices in the financial services industry. In making magazine-style personal finance journalism available to independent advisors, API explains financial ideas clearly to make it easier for clients to make financial decisions, and our content is customized to fit under the advisor’s brand.
www.advisorproducts.com
|
|
|
|
CashEdge
CashEdge® provides innovative, online financial applications to banks, credit unions and wealth management firms. CashEdge’s solutions include end-to-end online account opening and funding, funds transfer, small business payments and invoicing, and data consolidation. These proven solutions are flexible, scalable and supported by extensive risk management capabilities. Working with CashEdge, financial institutions are able to create compelling online offerings that attract customers, generate revenues and reduce costs.
www.cashedge.com
|
|
|
|
Family Office Network
FamilyOfficeNetwork(r) specializes in providing online communication and organization tools for financial professionals. This innovative portal provides advisors and their clients with secure online financial organization. Other communication, collaboration, and coordination tools are included to assist advisors in proactively working with their clients and their clients' other advisors. Advisors using FamilyOfficeNetwork(r) experience increased productivity, enhanced client service, and differentiation from their competition.
www.familyofficenetwork.com
|
|
|
|
Finance Logix®
Finance Logix® platform is a collection of client facing financial planning tools that emphasizes client acquisition and retention through education and graphical representation of planning scenarios. The financial planning suite of products is designed to provide the appropriate financial modeling sophistication, and complexity in a client facing, intuitive platform.
The speed and agility of the “what-if” results is unmatched in the industry. Finance Logix® is a visual, dynamic and comprehensive product built on a very comprehensive and complex engine that has been used by large enterprises to deliver financial advice for over 10 years.
www.financelogix.com
|
|
|
|
Ridgeway & Conger, Inc.
By way of introduction, Ridgeway & Conger, Inc., an FINRA member, registered with the SEC, is a full service broker/dealer based in New Woodstock, New York. The Company is a wholly owned subsidiary of Clayton, Lowell & Conger, Inc., a broker/dealer specializing in the wholesale trading of fixed-income securities.
Ridgeway & Conger, Inc. offers a wide range of financial products to retail customers: fixed-income securities, equities, mutual funds and various insurance products. In addition to its retail functions, Ridgeway & Conger, Inc. provides management services to its branch offices and registered representatives.
www.ridgewayconger.com
|
|
|
|
Lightport
Finance Logix® platform is a collection of client facing financial planning tools that emphasizes client acquisition and retention through education and graphical representation of planning scenarios. The financial planning suite of products is designed to provide the appropriate financial modeling sophistication, and complexity in a client facing, intuitive platform.
Since 1997, LightPort has created custom Web sites and secure client reporting portals specifically designed to enhance the ways in which asset management firms communicate with their clients. Trusted by hundreds of leading asset management firms, LightPort’s VirtualSafe® and WealthVue® dynamic reporting solutions integrate with leading portfolio accounting platforms such as Advent Axys® /Portfolio Exchange® and Schwab PortfolioCenter® to securely publish static and dynamic client reports via your existing Web site or a new LightPort designed portal. For more information, contact Lori Brisbois, VP Sales, at 888.800.0188 x2289 or lbrisbois@lightport.com
www.lightport.com
|
|
|
|
Grendel
Grendel is a sophisticated online solution designed specifically forfinancial advisors. It integrates all the tools a practice needs to stayahead of the curve in one easy-to-use package. With Grendel, advisors haveaccess to account aggregation, an advanced CRM, a compliant paperless officesolution, client portal, and practice management tools. Control you monsterswith Grendel and increase compliance, reduce costs, and generate morerevenue!
www.grendelonline.com
|