Products for Financial Professionals

Software purchasing decisions are almost always complicated. An advisor must first determine what type of products and services he or she is trying to deliver. Some software programs assist the advisor in gathering assets. Other programs offer support and back-office features. The programs you decide on should be determined by "who you are" to you clients. Are you a financial planner, investment manager, salesperson or all of these? What services are you trying to offer to your clients?

Contact and Client Management Software

Gives the user the ability to keep track of client information such as addresses, phone numbers, children's names, social security numbers and other pertinent client and prospect information. Keeps you organized and in touch with your clients and prospects with scheduling features, to-dos, call backs, account notes, etc..

Asset Allocation Software

Allow advisors to utilize historic data on mutual funds, stocks, variable annuities and indices to analyze investment portfolios in regard to their historic returns and risk characteristics. Also allows advisors to create investment portfolios with an investment policy statement.

Portfolio Management Software

These programs allow advisors to download their client's account information and activity. This data is used to produce reports such as gain/loss, assets under management, AIMR performance measurements and asset allocation mix reporting.

Financial Planning Software

Financial Planning Software allows advisors the ability to produce reports for retirement planning, estate planning, college funding, capital needs analysis and income tax planning. Financial planning software can include summary planning comprehensive planning or modular financial planning.