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Neuralus Canada Winnipeg, Manitoba Phone: 204-272-7173 Neuralus U.S.A. San Diego California Phone: 858-776-7549 Email: info@cashflowinsite.com Website: www.cashflowinsite.com Cashflow INSITE™ is the only budgeting application that offers client/advisor collaboration. We believe an advisor’s knowledge and guidance is an integral part of their clients’ financial success, now you can provide a solution that allows your clients’ to easily track their spending. The advisor view of Cashflow INSITE gives you the ability to monitor your clients’ cash flow, creating additional opportunities to provide advice and further strengthen your relationship. In today’s economic environment, virtually everyone is concerned about their spending. Cashflow INSITE™ is a web-based budgeting application that learns and adapts to user interaction, which automates the task of assigning future transactions. Cashflow INSITE greatly reduces the time and upkeep for users to track their spending which has been a major roadblock with traditional budgeting applications. With your guidance, helping clients get on track with their spending allows them to focus on taking control of their finances. Cashflow INSITE provides you as the advisor the opportunity and information to show clients the potential investment opportunities available within their budget. Top COBRApoint 210 South 77th Street Omaha, NE 68114 Phone: (877) 884-7021 Email: melaine.gipp@cobrapoint.com Website: www.cobrapoint.com COBRApoint is the first truly web-based software for COBRA, HIPAA, State Continuation and Retiree Billing compliance administration. COBRApoint brings a new approach to managing your daily compliance obligations, so you can do your job easier and more efficiently. COBRApoint features: Top Family Law Software (formerly Split-Up Software) Family Law Software, Inc. 831 Beacon St. Ste. #2900 Newton Ctr., MA 02459 Phone: (877) 477-5488 Email: info@familylawsoftware.com Website: www.familylawsoftware.com Family Law Software is by far the easiest and most complete financial planning software for divorce. The Financial Planner features: Comprehensive coverage of the income and property division issues surrounding divorce; Extensive tax coverage, including federal tax calculations, alimony vs. child support, exemptions, filing status, etc. Rapid data entry screens - get quick estimates in seconds, then rapidly fill in the details and an innovative and easy-to-use What If capability. Top Family Office Network 2665 Fourth Ave. San Diego, CA 92103 Phone: ( 866) 801-1553 Email: sales@familyofficenetwork.com Website: www.familyofficenetwork.com FamilyOfficeNetwork is a leading provider of web-based client portals for advisory firms giving them the ability to securely share any type of file, report, or document with clients and the clients’ other advisors through a well-organized virtual vault. Tasking and other unique communication tools are included to help advisors more efficiently communicate, collaborate, and coordinate with clients and the clients’ advisory team. Advisors across the country have discovered significant savings in time and money, while improving their client service and technology offerings with FamilyOfficeNetwork. At the same time, they’ve experienced increased referrals, as a result of better collaboration with other professionals. Top Financial Wizard Brewer Consulting, LLC Phone: (800) 609-9242 Email: info@investmentcalculator.net Website: www.investmentcalculator.net Financial Wizard lets you easily calculate the real profit and compound rate-of-return on each of your investments. You can conveniently inventory the historical activity of each of your investments, intelligently compare which of them has performed better than others and then make informed decisions to allow you to re-position your under performing investments. Top GSL Galactic Consulting 944 Stockton Street Indianapolis, IN 46260-4925 Phone: (317) 254-0385 Email: gpsep@aol.com Website: GSL Galactic Gary S. Lesser is a nationally known consultant, author, educator, and speaker on retirement plans. Mr. Lesser is also the developer of several retirement plan software programs which are used for designing and illustrating contributions under retirement plans. His three programs, QP-SEP IllustratorTM, SIMPLE IllustratorR, and the TSA Calculator and MEA AnalyzerTM are marketed and distributed nationally. He also provides marketing, sales, and technical support services to financial consultants, insurance agents, pension practitioners, investment managers, and financial institutions. Top IPS AdvisorPro Email: lindag@ipsadvisorpro.com Website: www.ipsadvisorpro.com Created by financial advisors for financial advisors, IPS AdvisorPro® offers a flexible solution to creating fully-customized Investment Policy Statements through an encrypted, secure web-based environment, in just a few minutes. This award-winning system is designed to work with all types of wealth management professionals and their practices. With over 1,000 users and 10,000 IPSs created, IPS AdvisorPro® is the industry’s leading technology solution. 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 Open Finance Network 1930 Camden Road Suite 2070-B Charlotte, NC 28203 Tel: (704) 831-5600 Website: www.ofn.com The Open Finance Network (OFN) provides a comprehensive suite of technology products and services for fee-only advisors and family offices. These services are enterprise-wide and can conform and scale to the most sophisticated and complex wealth management and portfolio strategies. OFN’s enterprise solution is called AGILE: The Advisor Control Center by OFN. AGILE is the first system to fully automate the advisor’s business practice. AGILE links the advisor’s desktop seamlessly to OFN’s state-of-the-art back office processing center. The result? AGILE reduces financial and administrative friction in the advisor’s organization. That means fewer hassles, fewer errors, less risk, reduced costs, and greater responsiveness to the client. Top 45 Robots Inc. Suite 302-788 Beatty Street Vancouver, BC. Canada V6B 2M1 Website: http://45robots.com/ Simple to use, web-based software for solo advisors and small practice groups. Designed to manage your contacts, tasks, client files and compliance needs while facilitating online collaboration between your team, suppliers and clients. No long-term contracts. No set-up fees. Helpful Support. Work from anywhere. 30-day free trial. Top StockOpter.com Net Worth Strategies, Inc. Phone: (541) 383-3899 Email: nwsi_info@networthstrategies.com Website: www.stockopter.com This unique platform provides equity compensation recipients, stock plan sponsoring companies and financial advisors with information that facilitate timely and informed decisions. StockOpter.com maximizes the value of equity compensation programs by communicating critical concepts to participants and providing them with automated decision alerts. StockOpter.com helps financial advisors to grow their practices by attracting and serving executives with equity compensation planning. Top TRAK Trust Builders, Inc. PO Box 1088 Dallas, Oregon 97338 Phone: (503) 831-1111 Email: support@TBInc.com Website: www.tbinc.com/ TRAK is a vivid retirement illustration software tool for working with participants, whether working one-on-one or with groups (by importing data and creating batch reports). TRAK provides a variety of vivid illustrations for retirement needs, enrollment or other related items. If it is you and the participant, or you and a group of 1,000 participants, TRAK provides retirement illustration tools for educating them in terms they understand. Quickly. Clearly. Show your prospect instantly what used to take 30 minutes to explain. Make abstract ideas concrete. TRAK helps motivate your client—making the decisions that allow you to close the sale. Building trust between you and the prospect. Building sales. TRAK is available in four versions: 1) TRAK-Gap Analysis 2) TRAK-403(b) 3) TRAK-401(k) 4)TRAK-Deluxe 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. Top The Virtual Assistant (VSA) Financial Services Online 400 Windmill Oaks Drive Wimberley, TX 78676 Phone: (225) 387-9845 Email: boquin@fsonline.com Website: thevirtualassistant.com The Virtual Sales Assistant (VSA) is "the most comprehensive support tool in the industry" with virtually everything an advisor needs to operate a practice. Includes a Website, newsletters, personalized reports and presentations, calculators, lead generators, Powerpoint seminars, advanced planning books and tools and more. Priced at just $21.95 per month (first month free, no start up fee and no contract), the VSA is simply a great value for insurance and advisors. Discounts available through sponsoring companies, IMOs, broker-dealers and associations. Top Wealthvisor 318 1st Avenue South, Suite 200 Seattle, WA 98104 Phone: (206) 682-1195 Email: jasonb@wealthvisor.com Website: www.wealthvisor.com Its free and easy to showcase your expertise and find new clients. Create your profile on www.wealthvisor.com. Wealth Visor provides a comprehensive directory of wealth managers, with information and client reviews to help consumers choose the right one for their needs. Research has shown that independent resources such as Wealth Visor, which allow consumers to conduct research and obtain user ratings, have a significant impact on purchase decisions. According to comScore and the Kelsey Group, nearly 25% of Internet users reported reading online reviews prior to paying for an offline service, and 80% of them suggested the reviews had a significant influence on their purchasing habits. Wealth Visor allows wealth managers to create a free profile and our online marketing experts will ensure the best professionals obtain maximum exposure in search engines and on the Internet. |
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