ProEquities integratedBUSINESS SolutionsSM brings together the most successful software partners in the financial services industry and integrates all of the systems seamlessly, right in your office.
Advisor Portal is the secure website for ProEquities-licensed advisors and their staff to view alerts, events, marketing resources, product information, forms, and commissions. Through “My Business Tools,” you will have seamless login access to many of these offerings. Here, you can also access Straight Through Processing (STP) which facilitates digital paperwork transmission between you and your OSJ.
This web-based client service application gives you immediate, online access to critical client portfolio information. It enables you to quickly produce and distribute a variety of performance, asset allocation, holdings, transactions, benchmarking, and cost basis reports to your clients.
Broadridge Advisor Solutions
Broadridge Advisor Solutions is a web-based sales, education, and client communication tool that enables financial advisors to deliver current, concise, and compliant advice to clients.
Laser App combines state-of-the-art form filling technology with a current library of industry-related forms. The forms are maintained by Laser App, so you can focus on your clients rather than filling out paperwork.
This award-winning platform provides investment professionals access to powerful online tools and information including:
• Account information
Optional Tools with NetX360:
|• Reuters commentaries||• Real time quotes|
|• Charts||• Market Edge|
|• S&P reports||• S&P MarketScope Advisor|
|• The Rankings Service||• Thomson's CDA|
|• Dow Jones Financial Advisor Service||• Dow Jones News ServiceTM|
|• CSFB Research||• BNY Jaywalk Consensus|
|• BNY Jaywalk Consensus Complete|
The Morningstar® Advisor Workstation Enterprise Edition provides advisors with investment planning, client presentation, portfolio analysis, and investment research tools. Advisors can efficiently analyze investments and portfolios to give recommendations using reports and information clients can understand.
MoneyGuidePro is internet-based financial planning software. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.
Redtail is an integrated online Client Relationship Management (CRM) application for client management, support, sales, and marketing automation, ensuring you have a complete and real-time view of important interactions with every client.
SmartOffice is an integrated, easy-to-use, web-based Client Relationship Management (CRM) and practice management solution designed to address the challenges of relationship management, insurance policy tracking, and client service to help you build and maintain profitable relationships with your clients.
eMoney 360 Pro
eMoney 360 Pro provides you with a full suite of financial planning and wealth management tools to meet your clients’ diverse needs including advanced planning, needs analysis, and a retirement income tool. You also benefit from an aggregated, comprehensive view of your clients' financial portfolios as well as a secure online storage vault, a personal client financial home page, and eMoney Mobile giving you and your clients access to important financial data via your Blackberry, iPhone, or other mobile device. eMoney 360 Pro’s flexible design allows you to integrate your data with other leading advisory tools such as Redtail CRM, Microsoft Outlook, and Microsoft Excel.