Our Partners

CRM Software's flagship product, Junxure is an office management system designed to address the specific needs of the financial advisors' office. Junxure has been designed and developed by successful financial planning professionals. It combines office management features with workflow automation functions to enhance the efficiency of your office.

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry?s most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations.

CRM is ultimately about not only acquiring and managing your clients and prospects ? it's also about servicing them and, in turn, extracting value from the relationships. At the same time, it's about doing all of these things while simultaneously improving operational efficiency.

For additional information on Redtail Technology or to sign up for a 30 day free trial, visit their website at www.redtailtechnology.com or call 1-800-206-5030.

MoneyGuidePro is the first collaborative internet-based financial planning software that makes this easy to accomplish. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.

Advisor Products is a leading financial services client communications and marketing company, serving more than 1,800 independent financial advisors. If you want a great website, client newsletter, or brochure, you'll love us. We can write your marketing copy, design your logo, print your stationery and give you advice and ideas. You'll find our technology and personal service superb because we don't settle for less.

Providing an Unprecedented Breadth of Actionable Data For Reconciliation, Performance Analysis, and Consolidated Reporting.

LightPort is a leading provider of Web-based reporting solutions for the financial services industry. Our full suite of ASP-delivered solutions offers asset management organizations the tools to increase productivity, ensure regulatory compliance, enhance client communications and strengthen investor relationships.

E*Assist is an integrated operational system that delivers an innovative, single-application turnkey solution to financial advisors. E*Assist is built on the Force.com platform, benefiting from salesforce.com's trusted global service infrastructure, which currently supports 1.1 million users across 51,000 organizations around the world. Our open architecture platform can integrate virtually any existing technology, including CRM; client, compliance and back office management, as well as data aggregation. We recently surpassed the $2 billion mark in assets under integration on our platform. E*Assist serves broker/dealers, Registered Investment Advisors, money managers and custodians.