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
- And many more!
How to Get Started
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.
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.
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.
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.