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Additional Tools
We offer these additional investment tools which may be viewed by clicking on the respective link.
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Power Advisor provides software and service solutions to independent investment professionals. Solutions include portfolio management, performance reporting, billing, asset rebalancing and trade execution, back office outsourcing, compliance management, and secure client communication via web portals. Cornerstone is located in Portland, Oregon. For more information see www.PowerInvestmentTOOLS.com or call (503) 968-7202 |
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We have partnered with the CIS Marketing, INC. the country's premier provider of lead generation programs for financial professionals, to jointly offer a comprehensive menu of prospection prospecting options designed to help grow your business.
To explore each of the marketing opportunities available calll 1-800-547-5478 to speak with on of our prospecting specialists. Click here to visit the website.
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Lipper offers a suite of integrated products and services to meet the needs of a diverse, global clientele.
Click here to learn more
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Forefield Inc.-- is the leading provider of financial content and tools that enable financial advisors to better serve their clients. Forefield's web-based applications facilitate the communication of financial planning knowledge and advice that is current, compliant, and customized for the advisor.
Forefield's product set includes: Forefield Advisor (a complete client marketing tool), Forefield Newsletters (a monthly client newsletter and a weekly market review), Forefield Seminars (10 Topic areas with PowerPoint, Workbook and FLASH Video) and Forefield Web Resources (update your website with exciting content, FLASH Videos, Calculators and Content Widgets)
Click Here for a Free 45 Day Trial!
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The following PDF's detail provide an overview of TotalView and XportPro.
Pricing
*TotalView - $150/month * (Download PDF) *XportPro - $225/month ; $750 setup* (Download PDF)Video link: Watch a Screencast of our tools
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Money Tree offers two main product lines for overall financial planning, *TOTAL Planning Suite* and *Silver Financial Planner*, and a third stand-alone program containing a new IRA-Roth Conversion Analysis report, *Distribution Solutions*.
The TOTAL Planning Suite components are specifically designed for the financial planner who devotes a good deal of time to detailed analyses and preparation of in-depth reports. TPS is a powerful, detailed and complex software package that can handle just about anything.
Alternatively, our Silver Financial Planner was developed for the individual who needs an uncomplicated, yet powerful tool to rapidly demonstrate personalized financial concepts and projections to clients.
Silver empowers advisors to run quick analyses and create professional reports without taking a lot of hours away from client communication.
Silver is also available as a web-based program, Silver Online.
Silver uses more generalized data entry – you cannot put specific rates of return on assets, for example, but instead use a common rate for each of the follow groups- taxable assets, tax deferred, tax free and annuities.
With TOTAL Planning Suite you can have specific rates of return for each asset broken down into dividend rate, interest rate, appreciation rate, and capital gains rate, or use a default rate based on the asset class.
Distribution Solutions is a collection of calculations and reports addressing the needs of advisors working with Americans in transition.
Distribution Solutions contains Roth Conversion Analysis, 72(t) & RMD Reports, Pension Annuity vs. Lump sum, Pension Dimensions, Lump Sum Distribution vs. IRA Rollover, Inflation Effects Illustration.
Planners should feel free to download and try out our fully functional trial software at www.moneytree.com/downloads
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We have partnered with the CIS Marketing, INC. the country's premier provider of lead generation programs for financial professionals, to jointly offer a comprehensive menu of prospection prospecting options designed to help grow your business.
To explore each of the marketing opportunities available calll 1-800-547-5478 to speak with on of our prospecting specialists. Click here to visit the website.
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Our financial CRM product gives you the technological platform to manage your practice with more efficiency. This leads to greater productivity, which leads to greater profitability.
Easy to implement, access and use, smarshCRM leverages Smarsh's archiving and compliance expertise, secure and redundant infrastructure, and commitment to perpetual innovation into a service crafted specifically for financial advisors and other sales professionals with long-term, relationship-based practices.
smarshCRM is a high-touch, client-centered, total workflow solution that systematically creates, simplifies, and facilitates the advisor's practice management processes.
Most CRM platforms are very complex, hard to understand and take many hours of training to use. smarshCRM is not most CRMs. Think of it like this: smarshCRM takes the difficult parts and does the heavy lifting so you increase your productivity, not your workload.
The user-friendly interface is intuitive and highlighted by drag-and-drop simplicity. There are no mysterious buttons or complex menus for abstract functions that you'll never use. No confusion. No clutter. Simple. And despite the robust processing power on the back end, you won't get "lost" in your own program.
Getting there is even easier. If you know how to use the Internet, you can use smarshCRM. There is no software installation involved. All you need is an Internet connection and your login ID and password, and you can access your account anywhere and at any time
For information about becoming a Smarsh client or licensing any of our products and services:
sales@smarsh.com or contact us at 866-SMARSH-1 (866-762-7741)
www.smarshcrm.com
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Tradeeagle has partnered with DST Vision to offer single sign on service to your existing or new accounts on Vision.
Simple register with Trade Eagle, add your existing account login and password and it will be saved to quickly access DST Vision with a single click of a button!
DST Login is conveniently located on your account page.
Not a current Trade Eagle subscriber?
Sign up today
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Discover the Power and Potential of ETFs.
XTF provides comprehensive ETF ratings, research and investment decision support tools empowering investors, traders and financial advisors with the ability to make informed decisions about Exchange Traded Products. ETFs are XTF’s only business.
XTF helps you to find the best ETFs that meet your needs.
- Ratings are appropriate for both novice investors and industry experts.
- Comprehensive, independent; all ETFs are rated as soon as six months of statistical trade data is available.
- Transparent ratings process allows for deep visibility into every rating factor so users can see the actual and relative value and choose which ones are important to them for most appropriate use.
- Correctly utilizes a methodology taking every significant structural and performance factor relating to ETFs into account.
- Deep visibility into individual ETF structure normalized across every asset class regardless of currency or trading venue.
- Ratings are well-suited for both core and satellite ETF portfolio construction & optimization.
- Analyzes every ETFs structure and risk/performance characteristics against the actual (prospectus) stated index or benchmark.
- Provides separate liquidity and tracking error metrics appropriate for both retail and Institutional investors.
- Back-tested results prove statistical accuracy, timeliness and low degradation of results over time.
- Performance of any given ETF has a high correlation with its investment metrics ratings.
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MoneyGuidePro (MGP) provides an exciting new approach to Financial Planning. It replaces the unnecessary complexity of traditional, detailed-cash-flow planning software with a goal-oriented process that is faster, easier and more engaging for the client.
With MGP, Advisors can create a Retirement Lifestyle Plan to show clients how to maximize the satisfaction and enjoyment they will obtain from their money during their lifetime. MGP has been hailed as "the most innovative product to come along in a long time" and was selected as the "Software of the Year for 2008".
For more information or a free trial, please visit www.moneyguidepro.com or call 800.841.5312.
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