Registered Products



We are transforming the way our advisors do business.  Technology upgrades enable our associates to be more productive, more efficient and better serve clients.  AdviceNext is our commitment to help advisors deliver the most comprehensive and independent advice in the industry.  It encompasses the tools, technology and practice building resources needed to grow practices and help clients achieve their goals.

For more information on the products and services provided through our broker dealer, please visit our Investment Portfolio.

Deliverables to date

Advanced proposal tools and added manager options for our advisory platform.

Quality improvements to our consolidated statements and performance reporting portal.

Single sign-on access to multiple web based applications.

Discounted Client Relationship Management (CRM) through Redtail, Salesforce, and Ebix.

Access to dictation services integrated directly to approved CRMs.

Remote check deposit.

Quarterly sales themes approved for client communication.

Advisor branded statements for advisory business.

Field imaging options for efficient record keeping.

Straight-through processing for account transfers.