Increase efficiency in your office while you reduce the amount of time spent manually
entering data into the various third-party applications you use to run your business.
Advisor Exchange’s XportPro seamlessly delivers account information into many of
the leading CRM, Financial Planning, and Portfolio Management Software applications.
In less than 5-minutes and just a few clicks of your mouse, you can push account
information from XportPro into any the following applications:
 
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Junxure
CRM Software provides comprehensive office management tools created specifically
for financial services professionals. Junxure combines client and office management,
workflow automation, and paperless document organization to enhance your office’s
efficiency. With Junxure, you can systematize your office’s workflow, making sure
nothing slips through the cracks. ClientView makes it easy to add private client
webpages to your website.
CRM Software also offers a secure hosting service with
ClientView -- a powerful turnkey solution for storing your client's web files.
To learn more visit www.junxure.com
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ProTracker
ProTracker Advantage® is a relationship and practice management solution designed for busy financial practitioners. It can help you:
Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, recommendation. Combine one, two, or dozens of people as a Client unit. Create printed or electronic files of the stored information.
Manage your Practice: Set up marketing campaigns and check progress. Automate Required Minimum Distribution (RMD) calculations and track withdrawals. Define standard workflow processes. Monitor task completion by self and staff. Produce reports needed for regulatory compliance. Look for trends across all clients and/or prospects.
To learn more visit www.protracker.com
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Redtail Technology
Redtail delivers web based Client Relationship Management (CRM), paperless office
Imaging solutions and Email Archiving and Retention services. Offered as a subscription
service, Redtail provides financial professionals with tools necessary for their
trade in an easy to use fashion that they can get up and running quickly. Additionally,
the features of the service are flexible enough to meet the specific needs of the
independent financial professional. Redtail's high-performance platform is compatible
with all environments and it integrates with many popular financial industry solution
companies, including Laser App Software, MoneyGuidePro and Advisor-Exchange.
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Money Tree Software
Developed by a CFP for professional planners, Money Tree’s programs do data analysis and generate reports that are not just fancy graphs and charts; they help advisors do business.
• Less time creating reports means more time with clients.
• Clear, understandable reports help create clients who are ready to act.
• Good financial plans build client trust and loyalty.
Silver Financial Planner and Silver Online are quick, efficient, interactive programs covering fundamental financial planning issues.
TOTAL Planning System is an integrated financial planning powerhouse that includes detailed goal-based and cash-flow based report modules in a single program.
Free 90-Day Evaluation
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FPS System – Financial Planning Software
Financial Planning Software since 1980. The FPS Office Delivery System is a unique combination of Financial Planning and Client Management in one program. It is designed to support planners in the 5 critical activities of a professional practice;
Prospecting, Fact-Finding, Analysis, Selling, Service.
Compare these time saving features:
Enter client data once for planning and client management
Modular data entry and analysis based on a client’s priorities
Create and see 1-4 scenarios side/side in data entry screens
Preview or print reports without leaving data entry screens
Clients follow & understand the cross foot & flow of numbers
The layout of reports guides clients to a decision
Letters, labels, envel. & emails based on financial data search
Click Logo for free download of FPS System |
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Portfolio Director
Frustrated by trying to find the best, easiest and least expensive portfolio management system? Try Portfolio Director. You can be up and running for as little as $300 per month! No large up-front purchase cost. No long-term contracts. No additional fees for multiple custodial interfaces. It’s scalable and it’s easy-to-use. Finally, a fully functional portfolio management system at a reasonable price without the hassles!
www.portfoliodirector.com
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ACA
ACA is the only fee-only financial planning community focused on theholistic planning practices that create true wealth for advisors and theirclients. ACA members utilize the Cambridge System(tm) - the proven businessmodel for growing a profitable holistic planning practice - to buildrewarding, client-centered practices. More than 140 members are using ACA'sphilosophical framework, community support and ongoing education to buildtheir ideal practices
www.cambridgeadvisors.com |
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Orion
Orion enables RIAs to outsource time-consuming back-office tasks and refocuson building revenue. A comprehensive solution created by and for fee-basedadvisors, Orion's service bureau and portfolio management system iscustomizable for an RIA's business model and scalable to meet their growingneeds. Orion handles tasks like daily database reconciliation, statementgeneration and delivery, and advisory fee billing, allowing firms toredirect efforts towards building relationships and managing money.
www.orionadvisor.com |