Junxure

CRM Software provides comprehensive office management tools created specifically for financial services professionals. Junxure combines client and office management, workflow automation, and paperless document organization to enhance your office’s efficiency. With Junxure, you can systematize your office’s workflow, making sure nothing slips through the cracks. ClientView makes it easy to add private client webpages to your website. CRM Software also offers a secure hosting service with ClientView -- a powerful turnkey solution for storing your client's web files.

ProTracker

ProTracker Advantage® is a relationship and practice management solution designed for busy financial practitioners. It can help you:

Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, recommendation. Combine one, two, or dozens of people as a Client unit. Create printed or electronic files of the stored information.

Manage your Practice: Set up marketing campaigns and check progress. Automate Required Minimum Distribution (RMD) calculations and track withdrawals. Define standard workflow processes. Monitor task completion by self and staff. Produce reports needed for regulatory compliance. Look for trends across all clients and/or prospects.

To learn more visit www.protracker.com

Redtail Technology

Redtail delivers web based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention services. Offered as a subscription service, Redtail provides financial professionals with tools necessary for their trade in an easy to use fashion that they can get up and running quickly. Additionally, the features of the service are flexible enough to meet the specific needs of the independent financial professional. Redtail's high-performance platform is compatible with all environments and it integrates with many popular financial industry solution companies, including Laser App Software, MoneyGuidePro and Advisor-Exchange.

Money Tree Software

Developed by a CFP for professional planners, Money Tree’s programs do data analysis and generate reports that are not just fancy graphs and charts; they help advisors do business.
• Less time creating reports means more time with clients.
• Clear, understandable reports help create clients who are ready to act.
• Good financial plans build client trust and loyalty.

Silver Financial Planner and Silver Online are quick, efficient, interactive programs covering fundamental financial planning issues. TOTAL Planning System is an integrated financial planning powerhouse that includes detailed goal-based and cash-flow based report modules in a single program.

Free 90-Day Evaluation

FPS System – Financial Planning Software

Financial Planning Software since 1980. The FPS Office Delivery System is a unique combination of Financial Planning and Client Management in one program. It is designed to support planners in the 5 critical activities of a professional practice; Prospecting, Fact-Finding, Analysis, Selling, Service.

Compare these time saving features:
Enter client data once for planning and client management Modular data entry and analysis based on a client’s priorities Create and see 1-4 scenarios side/side in data entry screens Preview or print reports without leaving data entry screens Clients follow & understand the cross foot & flow of numbers The layout of reports guides clients to a decision Letters, labels, envel. & emails based on financial data search

Portfolio Director

Frustrated by trying to find the best, easiest and least expensive portfolio management system? Try Portfolio Director. You can be up and running for as little as $300 per month! No large up-front purchase cost. No long-term contracts. No additional fees for multiple custodial interfaces. It’s scalable and it’s easy-to-use. Finally, a fully functional portfolio management system at a reasonable price without the hassles!

www.portfoliodirector.com

ACA

ACA is the only fee-only financial planning community focused on theholistic planning practices that create true wealth for advisors and theirclients. ACA members utilize the Cambridge System(tm) - the proven businessmodel for growing a profitable holistic planning practice - to buildrewarding, client-centered practices. More than 140 members are using ACA'sphilosophical framework, community support and ongoing education to buildtheir ideal practices

www.cambridgeadvisors.com

Orion

Orion enables RIAs to outsource time-consuming back-office tasks and refocuson building revenue. A comprehensive solution created by and for fee-basedadvisors, Orion's service bureau and portfolio management system iscustomizable for an RIA's business model and scalable to meet their growingneeds. Orion handles tasks like daily database reconciliation, statementgeneration and delivery, and advisory fee billing, allowing firms toredirect efforts towards building relationships and managing money.

www.orionadvisor.com

Chesire Software

The Cheshire Wealth Manager is a comprehensive financial planning tool that allows you to do income or goal-based planning. It covers the key components of financial planning including retirement planning, risk analysis, asset allocation and estate planning. The program offers you maximum flexibility with regards to asset classes, portfolio rebalancing, integrating outside documents and Monte Carlo analysis.

Our partnership with Advisor Exchange will allow you to quickly and accurately import your clients assets & liabilities allowing you to construct a complete, concise and easy-to-understand financial analysis for your client. Advisor Exchange clients will receive a 15% discount on their Wealth Manager license. Learn more at

Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 280,000 investment offerings, including stocks, mutual funds, and similar vehicles. The company has operations in 18 countries and minority ownership positions in companies based in three other countries.
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Trade PMR

TradePMR is a privately held brokerage firm (Member FINRA/SIPC) located in Gainesville, Florida. Since 1999, it has been a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients by providing an integrated web-based workstation that enables RIAs to run their practices more efficiently and effectively.
To learn more visit