What We Offer: Technology

A PLATFORM TO POWER EVERYTHING YOU DO

Discover technology that integrates everything you need to run your business your way.

TOTAL CLIENT AND BUSINESS MANAGEMENT FROM ANY DEVICE

Built from the ground up and in collaboration with our advisors, this is technology made for the way your office works and how you serve your clients. Enjoy access to everything you need to power your practice from your desktop, tablet, or phone. Explore it all now. Only have a minute? Check out this 60-second overview.

MANAGING CLIENTS

Our Client360°® total client management system incorporates portfolio, trade, contact, document, and wealth management in a single, intuitive platform—providing you with a truly comprehensive view of each client’s complete financial life. The advantages include:

  • Portfolio Reporting
  • Personalized Dashboard
  • Financial Planning Tools
  • Investment Proposals
  • Models/Rebalancing
  • Trading
  • Contact Management
  • Document Imaging
  • e-Operations
  • Client Portal

Use the tabs above to get an overview of each section of our platform—or explore it all now.

DRIVING PRODUCTIVITY

What Client360°® does for one client or household at a time, Practice360°® does across your business—integrating everything into a single, powerful dashboard for streamlined operations and workflow management. The advantages include:

  • Client Segmentation
  • Rebalancing/Bulk Trading
  • Alerts/Workflow
  • CRM
  • Management Reports

Use the tabs above to get an overview of each section of our platform—or explore it all now.

RUNNING YOUR BUSINESS

COMMunity Link® is your web-based gateway to the full range of business-building tools and resources we offer—as well as to third-party applications—all with a single user ID and password. The advantages include:

  • Business Dashboard
  • Mobile Access
  • Marketing Your Business
  • Custom Website Program
  • Information Security
  • E-Mail Hosting
  • Online Peer Forum

Use the tabs above to get an overview of each section of our platform—or explore it all now.

CONSULTING AND SUPPORT

Count on our team of experts to be there when you need help and to proactively deliver customized guidance, training, and tools to ensure that you’re getting the most out of the technology you rely on to power your business. The advantages include:

  • IT HelpDesk
  • IT Consulting
  • Training

Use the tabs above to get an overview of each section of our platform—or explore it all now.