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Financial Advisor Student Technology

FAStech is a partnership of leading financial software providers who provide FREE access to their software for students of finance and financial planning. Our goal is to provide a free and easily accessible pathway to certification so that students may immediately improve their prospects upon graduation and provide real value to their future employers.

Most educational institutions would like to provide state-of-the-art software for their students, but resources are always limited. That’s why the FAStech partners are committed to helping our industry and the next generation of financial advisors.

Free

Access to eleven leading software programs used by advisors.

Web-based

All programs are web-based

Resume Builder

Great Resume Builder for Students

Tremendous Benefits


The benefits to your university or continuing education program are tremendous. In aggregate, each student will have access to over $10,000 worth of software. FAStech doesn’t require grants or the logistics and funding needed to set up and maintaining computer labs. Whether you include each program in your financial planning curriculum, or simply provide the students with access to the programs, they will benefit. You’ll give your students the opportunity to become proficient users of a state-of-the-art, integrated financial planning software platform.

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We’ve made it easy for you to implement FAStech, and simple for your students to access the programs. For most of the programs, students simply create a login, and they’re on their way. Click on the logo below to learn more about each program.

Let’s get started

Partners


Multidisciplinary Creative Agency

Blu Giant is a multidisciplinary creative agency. They empower advisors to engage their clients through branding, social media, video, print and web, an experience they call hypermedia. Find out more about Blu Giant at BluGiant.com

Financial Planning Software

MoneyGuidePro (MGP) provides an exciting approach to Financial Planning. It replaces the unnecessary complexity of traditional, detailed-cash-flow software with a goal-oriented process that is faster, easier and more engaging for the client. MGP is easy-to-use so your students have a short learning curve.

MGP is the leading financial planning software used by independent financial advisors.

MGP features include:

  • Retirement Planning
  • College Planning
  • Asset Allocation
  • What If Scenarios
  • Insurance Analysis (Life, Disability, LTC)
  • Estate Planning
  • Budgeting
  • Reporting
  • And many more!

How to Get Started

Email: learn@moneyguidepro.com
Call: 800.743.6938 ext 145

Risk profiling Software

FinaMetricaPro provides a scientifically validated technique for assessing financial risk tolerance and an easily understood methodology for incorporating the assessment directly into the MoneyGuidePro financial plan.

Independent Investment Research

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.​

CRM

Redtail delivers web-based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention services. Redtail provides financial professionals with tools necessary for their trade in an easy to use fashion that they can get up and running quickly. Redtail’s high-performance platform is compatible with all environments and it integrates with many popular financial industry solution companies. For more info go to www.redtailtechnology.com.

Portfolio Management

Orion Advisor Services offers a web-based portfolio management and accounting solution through a dedicated portfolio accounting service bureau. Fee-based investment advisors use Orion to unload daily tasks like data reconciliation, tax lot accounting and printing & mailing statements. A sophisticated suite of customized performance, valuation and cost basis reports enables advisors to spend more time with clients. At our core, Orion provides an integrated portfolio management solution and full service bureau to fee-based investment advisors who still remember why they became advisors.

Document Management

Laserfiche Forms makes it easy to capture information, process it quickly and make sure that it’s accessible to authorized employees throughout your organization.

With Laserfiche Forms, there is no “paper form” or “document,” but instead a rich UI and integration with workflow and mobile that allows the efficient movement of business information.

Once a form has been submitted, an embedded workflow engine and dashboard ensure that appropriate action is taken quickly, allowing organizations to make measurable, targeted improvements in employee productivity.

Auto Form Filling

Most financial planners have their customer data somewhere. And most planners are stuck filling out forms. Laser App Enterprise uses the data you already have to prefill forms for most of the companies you work with.

Locating the forms you need from multiple websites is tedious and time consuming. Laser App keeps all of your forms centrally located and updated, so you don’t have to search your broker-dealer, fund company, insurance, annuity, or custodian websites.

Join over 100,000 other users and complete paperwork the easy way.

Get Started