Our systems and processes are designed to simplify operations. Rather than give our advisors every tool possible and send them the bill, we’ve chosen key partners and purposeful technology to allow advisors to function both efficiently and cost-effectively. Below is a sampling of the systems we offer to affiliates.

ELEMENTS

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.

DOCUSIGN

DocuSign allows for electronic client signatures, resulting in faster turnaround time and lower operating costs. Combined with our Elements software, advisors can open multiple accounts within one single DocuSign envelope..

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.

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