Interactive Advisory Software

The Challenge: Starting from Scratch Wilson and Dignan were building from the ground up and needed to secure the firm’s future by investing in the right technology and systems from the beginning. CedarPoint would be supporting a clientele that would want up to the minute information on how daily events had affected their retirement, estate, [...]

The Challenge Unlike many independent financial advisors, we have a strong focus on young and successful professionals under 55,” says Andy Seth, Managing Partner of LotusGroup Advisors. “Our entire team is young and highly driven and we feel we can relate well to the young couple or family who have good jobs, are saving money [...]

The Challenge: Finding Efficiency ARGI’s founders soon discovered that a large-scale technology change would have to take place in order to reach its goal. The firm was using a financial-based customer relationship manager (CRM), a reporting system and financial planning software in a piece-meal fashion. “None of those disparate systems talked to each other,”  said [...]

The Challenge SKadvisors is independent in every sense of the word. The firm did not want to rely on proprietary products it felt pressured by its various custodians to use. More importantly, SKadvisors required a solution, which could interface with various custodians. Since it is a small operation, which consists of personnel who all take [...]

The Challenge Prior to October 2004, Hoxton Financial, Inc. was using multiple disparate systems for portfolio management, reporting, contact management, and financial planning. Over time, it became more difficult for the firm to grow and bring on additional staff. The various products were not interfaced requiring input duplication and the opportunity for error, and the [...]

The Challenge A few years ago, Summit Wealth Management wanted to increase its acquisitions and it was very important all locations be on the same platform for several reasons but most importantly, the compliance aspect. Read More

The Challenge Prior to 2005, D3 Financial Counselors was using three separate systems for CRM, financial planning, and portfolio management. The company’s portfolio management process really needed to be integrated into its ongoing financial planning efforts. This could not be accomplished with disparate systems. Read More