Associated Software(s)
Salesforce:
Our CRM platform helps you go deeper with all your metrics and data; you could also set up a dashboard that showcases your data visually. In addition to this, you can also have personalized outreach with automation. Another significant benefit is that this CRM platform can also improve our customer service’s ability to help customers or a sales team’s outreach efforts. Utilization of this CRM includes; scheduling, opportunity tracking, as well as day to day task management. This is by far the most robust and used software we have and you should become very comfortable with it and how it impacts your role on the team.
Microsoft Office:
Our cloud-based productivity platform includes apps like Microsoft Teams that we use for video conferencing, Outlook for your company email, and OneDrive for team meetings and goal tracking along with the usual Word, Excel, PowerPoint.
Money Guide Pro (MGP):
MGP is an interactive planning software that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of various financial decisions based off their portfolio.
Clientworks:
ClientWorks is our comprehensive advisor platform designed — and continually refined — to help financial advisors run their businesses more efficiently. This intuitive system offers a single location to access all client account types, access data, and process business.
ClientWorks includes tools for account opening, client management, trading, and more. Sort information based on your needs and place electronic requests without having to move to another system.
Account View:
Account View is a simple and convenient way to connect to your financial accounts, anytime, anywhere. In Account View, you can find detailed information about:
- Your investment portfolio account balances
- Account performance
- Financial goals
- Elect paperless communications