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AdvisorVault 842 Broadview Ave. Toronto, Ontario M4K 2R1 Phone: (866) 925-1941 Email: info@advisorvault.org Website: www.advisorvault.org AdvisorVault is the only remote backup provider specifically designed to help small broker-dealer firms achieve today’s stringent data compliance requirements. With our designated third party status (D3P) we help small broker-dealer firms achieve all the required data compliance rules defined in 17a-3, 17a-4, 3510 and 3010. Our fully managed solution includes all the hardware and software and instantly plugs into the office network to remotely protect emails and all documents relating to Books and Records. Remote, home and travelling employees are instantly added to the solution at no addition cost. The turn-key product is priced to fit the budget of small firms and provides remote backup, long-term archiving and disaster recovery in accordance with all current SEC and FINRA rules. Experience total data compliance – Out of the Box with AdvisorVault. Top Laser App 2345 W. Foothill Blvd., Suite 10 Upland, CA 91786 Phone: (800) 985-2174 Email: sales@laserapp.com Website: www.laserapp.com The Laser App form filling system for the independent financial advisor. Laser App uses your Broker Dealer, Rep, and Client data pulled directly from your contact management system and/or database and automatically fills out securities, annuity, and other various financial forms quickly and efficiently. Simply choose a client then select a form from the Laser App forms library of over 3000 financial forms to fill out. Laser App will take your Client, Rep, and Broker Dealer information and insert it into the appropriate fields of the form for you automatically. You can quickly edit the forms right from your computer screen! Your client data is maintained by you in your contact management system and/or database, while we do the ongoing work of providing you with the latest and most up to date forms. Top LaserFiche Paperless Office Partnervest Financial Group LLC 2020 Alameda Padre Serra, Suite #135 Santa Barbara, California 93103 Phone: (805) 966-1266 Email: info@partnervest.com Website: www.partnervest.com Partnervest understands your document management problems and has joined with LaserFiche® to deliver an affordable paperless office solution for your business. LaserFiche is a world-renowned provider of enterprise document imaging and management solutions. LaserFiche's revolutionary paperless office software stores, indexes and retrieves paper and electronic images in more than 18,000 installations for governments, educational and financial institutions around the world. Partnervest's technology integrates LaserFiche's paperless office software with customized solutions for Financial Professionals and Financial Institutions. Top Trumpet Inc. 4327 E San Gabriel Ave Phoenix, AZ 85044 Phone: (480) 961-60030 Email: info@trumpetinc.com Website: www.trumpetinc.com Trumpet is a leading provider of comprehensive document management and automated report assembly for financial advisors. Designed around your unique workflow, Trumpet’s solutions easily integrate with contact management, web portals and other software applications. Leverage Trumpet’s expertise working with advisory firms, and experience the hand holding process we are known for. |
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