Elements is the advisor’s complete online resource. From this launching pad an advisor can write new business, access account info, trade accounts, run performance reports, stay up to speed on any pending operational tasks, and more.
RISKALYZE PROPOSAL SOFTWARE
Riskalyze utilizes a risk questionnaire to determine a client’s risk score. With this score, we recommend a best-fit portfolio and save the advisor from the hassle and liability of choosing their own.
With this compliant recommendation, the advisor can focus on the proposed asset allocation and alleviate the worry of emotion or bias being at risk.
EGNYTE CLOUD STORAGE
Egnyte serves as our cloud platform, allowing for secure file storage and sharing amongst branch offices. Easily find archived client paperwork, approved marketing materials, necessary compliance docs, and more.