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E-DOCS - (OUR PAPERLESS SYSTEM)
Paperless! Get rid of your bulky client files. With E-Docs you can access your commission statements and review pending items at any time. Increase productivity and improve business processes by converting paper forms to PDF format. In addition, we maintain your clients’ files on our server for you. You can access your clients’ files at any time with a click of a button for your safe keeping.
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EMAIL MARKETER
A professional email marketing system that enables you to systematically conduct marketing campaigns. You can create marketing templates for newsletters, send flash videos, advertise your seminars and events, send custom invitations and appointment reminders, and so much more. The possibilities are endless. With this technology you can manage client and prospecting email lists, set up automated schedules for specific email campaigns to be sent to your groups. Now you can efficiently send a limitless number of personalized yet automatic emails. You will be able to track who opens you emails, monitor clicks on your embedded links, create auto responders and capture all the statistics to analyze the impact of your email campaigns. Email marketer makes your follow up calls much more productive.
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MONEY TALK NEWSLETTER
Money Talk is a monthly client approved newsletter that you can professionally brand and personalize. It can be easily emailed or sent to clients and prospects in a printable format.
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FOREFIELD INC.
Forefield’s compliance approved newsletter articles, flash videos, and weekly market summaries provide you with a convenient, efficient way to communicate regularly with your clients.
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LASER APP
The industry’s leading form filling software. It contains a library of over 15,000 applications for mutual funds, insurance products, annuities, etc. It will automatically populate those applications and all Money Concepts forms and/or our clearing firm’s forms.
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CLIENT VIEW
Updated daily so you can view consolidated account statements, view individual account values, holdings and transaction histories. It pulls in client information from Pershing, DST Vision, and DAZL. It can easily be utilized to upload client portfolio holdings into Morningstar Advisor Workstation and other financial planning software like Money Guide Pro, Naviplan and Financial Profiles. This technology will also produce Total Practice Portfolio Summaries by: Account Types, Carriers, Products, Age Groups, Birthdays Lists, Client Names, and Address Labels.
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WEBOPS BLOTTER
With WebOps Money Concepts maintains and updates your required sales blotter for you.
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PERSHING NetX 360 with PERSHING E- DOCUMENT SUITE
Pershing state-of-the-art on line brokerage platform. Pershing NetX 360 provides on-line access to all of your client’s brokerage accounts. You can get quotes, place equity orders, bond trades, mutual funds and open variable annuity contracts. NetX 360 lets you view client holdings, balances, and activity in addition to printing confirms, statements and more.
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REDTAIL TECHNOLOGY CRM
Web-based multi-user client relationship management solution for the financial professional. Track personal clients and your prospects information in one place. Includes automated reminders for client reviews, birthdays, anniversaries and more.