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Advisor Products Inc.
Advisor Products Inc. is a client communications and marketing company serving over 1,800 of the nation’s leading independent financial advisors. API creates web sites, client newsletters, brochures, and stationery, and assists advisors with branding, writing their marketing copy and designing a logo.
API’s newsletters and web sites report financial news to clients in a manner that is consistent with the best practices in the financial services industry. In making magazine-style personal finance journalism available to independent advisors, API explains financial ideas clearly to make it easier for clients to make financial decisions, and our content is customized to fit under the advisor’s brand.
www.advisorproducts.com
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CashEdge
CashEdge® provides innovative, online financial applications to banks, credit unions and wealth management firms. CashEdge’s solutions include end-to-end online account opening and funding, funds transfer, small business payments and invoicing, and data consolidation. These proven solutions are flexible, scalable and supported by extensive risk management capabilities. Working with CashEdge, financial institutions are able to create compelling online offerings that attract customers, generate revenues and reduce costs.
www.cashedge.com
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Family Office Network
FamilyOfficeNetwork(r) specializes in providing online communication and organization tools for financial professionals. This innovative portal provides advisors and their clients with secure online financial organization. Other communication, collaboration, and coordination tools are included to assist advisors in proactively working with their clients and their clients' other advisors. Advisors using FamilyOfficeNetwork(r) experience increased productivity, enhanced client service, and differentiation from their competition.
www.familyofficenetwork.com
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Lightport
Finance Logix® platform is a collection of client facing financial planning tools that emphasizes client acquisition and retention through education and graphical representation of planning scenarios. The financial planning suite of products is designed to provide the appropriate financial modeling sophistication, and complexity in a client facing, intuitive platform.
Since 1997, LightPort has created custom Web sites and secure client reporting portals specifically designed to enhance the ways in which asset management firms communicate with their clients. Trusted by hundreds of leading asset management firms, LightPort’s VirtualSafe® and WealthVue® dynamic reporting solutions integrate with leading portfolio accounting platforms such as Advent Axys® /Portfolio Exchange® and Schwab PortfolioCenter® to securely publish static and dynamic client reports via your existing Web site or a new LightPort designed portal. For more information, contact Lori Brisbois, VP Sales, at 888.800.0188 x2289 or lbrisbois@lightport.com
www.lightport.com
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Grendel
Grendel is a sophisticated online solution designed specifically for financial advisors. It integrates all the tools a practice needs to stay ahead of the curve in one easy-to-use package. With Grendel, advisors have access to account aggregation, an advanced CRM, a compliant paperless office solution, client portal, and practice management tools. Control you monsters with Grendel and increase com
www.grendelonline.com
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Jab Web Solutions
Jab Web Solutions is an interactive web agency for Investment Advisors, Financial Planners, Broker-Dealers and Financial Institutions. Their development team is a select group of web/graphic designers, writers, web programmers and web marketing professionals focused on delivering the best possible results for each of their valuable clients. Their hands-on knowledge of the Financial Industry coupled with their experience in designing custom websites, internal applications, and training tools for Financial Advisors and Investment Firms, Jab Web Solutions is focused on creating an online image of your company that will leave a positive impression on clients and prospects. Learn more at
www.jabws.com
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MIGAD
MIAGD is a Creative Marketing and Design Agency dedicated to helping today's financial advisors streamline and grow their business. Our goal is to provide you with the most effective marketing and communication solutions in the industry. Our custom developed advisor products will vastly improve your market exposure, industry credibility, and client communication. Learn more at
www.miagd.com |
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Kalos Financial
Catering to the Independent Financial Professional
Founded in 1997, Kalos Financial provides B/D and Investment Advisory Services to experienced, independent, financial professionals focused on the mature high net worth investor.
Our primary mission is helping investors better their finances for a successful future. We seek to accomplish this goal by providing financial professionals across the U.S. the best tools, flexible platforms, and training to position them to attract and retain a high quality individual investor. We seek to further add to our financial professionals’ impact through consistently providing exceptional and value enhancing services.
Clearing through National Financial™
Learn more at
www.kalosfinancial.com |