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 is the advisor’s complete online resource. From this launching pad an advisor can write new business, update existing business, access investment info, and stay up to speed on any pending operational tasks.

This proprietary software integrates with over 700 applications, including the Redtail CRM, Orion, and AdvisoryWorld accounts each advisor is provided with.

AdvisoryWorld 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.

Orion strives to be the industry’s premier portfolio accounting service provider and their reputation speaks for itself. Their technology provides accurate, timely data for you to monitor your book of business.

From here you are able to stay up to speed on client holdings, run reports on your book of business, or build something as specific as year-to-date performance report for a client meeting that afternoon.

Orion provides a client-facing account portal that’s branded with the advisor’s logo, headshot, and contact information. From here the client can report on all their assets – managed money, annuities, outside accounts – and monitor their net worth in one place. The advisor gathers insight into their overall financial standing and is better equipped to act in their best interests.

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