Technology
Mobile Technology
The mobile technology you will have access to allows you to access the information you need to support your clients and your practice while on the go. The technology is developed based on a combination of competitive research and representative and client feedback to ensure that our platforms are intuitive and easy to use, wherever your business takes you.
Tap into your business using the mobile app that offers seamless access to key data by putting the resources and information at your fingertips. Quickly and easily access client and account information, account balances and holdings, performance, CRM notes and more while on the go from your iPad and iPhone. Recently run reports can be viewed directly on your mobile device and can be printed using Apple AirPrint from wherever your schedule takes you. You can also dictate your notes through voice recognition.
Managing Your Clients
Your time is valuable, and not spending it the way you wish has costs. Fortunately, there’s a way to free up more of your time, using an integrated and customizable technology platform developed for Financial Professionals to make sure it meets your needs with optimum usability.
Client Center
Client Center is a central location for information about your clients and their accounts. It’s integrated with multiple systems to help you keep clients’ information up to date, create and monitor their plan for retirement, and manage their portfolio.
Client Relationship Manager (CRM)
Client Relationship Manager enables you and your staff to proactively interact with clients and prospects in an effective manner while maintaining readily accessible records of all communications. CRM will provide you with a complete view of your clients and can help you set up an automated process for client contact points. You can access CRM and important client information while on the go with Advisor Mobile.
Client Reporting
Our Client Reporting tool helps you bring together client data to create attractive, easy-to-read, customized reports for a more personalized and comprehensive client review experience. The application is also integrated with Client Center to meet your on-demand reporting needs.
Planning with Clients
Goal Planning & Monitoring (GPM)
Our interactive Goal Planning & Monitoring tool provides comprehensive financial planning. It enables clients and their advisors to identify, enter and adjust goals to assess appropriate asset allocation targets, spending or savings rates, and the probability of achieving those goals.
Portfolio Management
Our Portfolio Management Center enables you to create a scalable and repeatable portfolio management process with representative-driven model portfolios.
Managing Your Practice
Our tools can help you access consolidated information about your practice through user-friendly, interactive dashboards. Additionally, we offer social media support and custom websites.
Practice Center
With Practice Center, you can easily gain insight into your intraday commissions, revenues, net new assets and the clients who comprise your book of business. Five interactive representative dashboards display production and asset information with charts, tables, graphs and grids to help you filter data so you can identify gaps, drive results and monitor activity on a daily basis.
Representative websites
To help you set the pace in the industry, build a stronger brand, and reach prospective and existing clients, we offer representative websites with a broad spectrum of responsive design options and robust content to build your unique, personalized brand.
Support & Security
Support and security are of the utmost importance. We have access to a team of professionals as well as specialized programs to provide technical assistance in order to prevent and detect intrusion or other suspicious activity.
Dedicated Support
One of the most exceptional aspects of the technology is the people who support it. You can expect full technical assistance from a team that has been voted as one of Computerworld magazine’s “Best Places to Work in IT.”
Cyber Threat Center
The technological systems are monitored 24 hours a day, 7 days a week for signs of tampering or unauthorized activity. Email monitoring is also utilized for regulatory and compliance purposes in order to protect your clients.
Incident Response
Specialized programs are in place to prevent and detect intrusion. The incident response team ensures appropriate technology and resources will be dedicated to the monitoring and prevention of cybersecurity threats.
Technology Risk Management
Confidentiality, integrity, and availability of the systems and client data are of the utmost importance to us. A risk-based control framework is in place to protect the systems according to their sensitivity and criticality.
Mobile Technology
The mobile technology you will have access to allows you to access the information you need to support your clients and your practice while on the go. The technology is developed based on a combination of competitive research and advisor and client feedback to ensure that our platforms are intuitive and easy to use, wherever your business takes you.
Tap into your business using mobile app that offers seamless access to key data by putting the resources and information at your fingertips. Quickly and easily access client and account information, account balances and holdings, performance, CRM notes and more while on the go from your iPad and iPhone. Recently run reports can be viewed directly on your mobile device and can be printed using Apple AirPrint from wherever your schedule takes you. You can also dictate your notes through voice recognition.
Managing Your Clients
Your time is valuable, and not spending it the way you wish has costs. Fortunately, there’s a way to free up more of your time, using an integrated and customizable technology platform developed for advisors to make sure it meets your needs with optimum usability.
Client Center
Client Center is a central location for information about your clients and their accounts. It’s integrated with multiple systems to help you keep clients’ information up to date, create and monitor their plan for retirement, and manage their portfolio.
Client Relationship Manager (CRM)
Client Relationship Manager enables you and your staff to proactively interact with clients and prospects in an effective manner while maintaining readily accessible records of all communications. CRM will provide you with a complete view of your clients and can help you set up an automated process for client contact points. You can access CRM and important client information while on the go with Advisor Mobile.
Client Reporting
Our Client Reporting tool helps you bring together client data to create attractive, easy-to-read, customized reports for a more personalized and comprehensive client review experience. The application is also integrated with Client Center to meet your on-demand reporting needs.
Planning with Clients
Goal Planning & Monitoring (GPM)
Our interactive Goal Planning & Monitoring tool provides comprehensive financial planning. It enables clients and their advisors to identify, enter and adjust goals to assess appropriate asset allocation targets, spending or savings rates, and the probability of achieving those goals.
Portfolio Management
Our Portfolio Management Center enables you to create a scalable and repeatable portfolio management process with advisor-driven model portfolios.
Managing Your Practice
Our tools can help you access consolidated information about your practice through user-friendly, interactive dashboards. Additionally, we offer social media support and custom websites.
Practice Center
With Practice Center, you can easily gain insight into your intraday commissions, revenues, net new assets and the clients who comprise your book of business. Five interactive advisor dashboards display production and asset information with charts, tables, graphs and grids to help you filter data so you can identify gaps, drive results and monitor activity on a daily basis.
Advisor websites and social media
We offer social media support to help you inform and engage with clients on LinkedIn, Facebook and Twitter. You can find and post approved content to your accounts and keep track of metrics as you build your business profile.
To help you set the pace in the industry, build a stronger brand, and reach prospective and existing clients, we offer advisor websites with a broad spectrum of responsive design options and robust content to build your unique, personalized brand.
Support & Security
Support and security are of the utmost importance. We access to a team of professionals as well as specialized programs to provide technical assistance in order to prevent and detect intrusion or other suspicious activity.
Dedicated Support
One of the most exceptional aspects of our technology is the people who support it. You can expect full technical assistance from a team that has been voted as one of Computerworld magazine’s “Best Places to Work in IT.”
Cyber Threat Center
Our technological systems are monitored 24 hours a day, 7 days a week for signs of tampering or unauthorized activity. Email monitoring is also utilized for regulatory and compliance purposes in order to protect your clients.
Incident Response
We have specialized programs to prevent and detect intrusion. Our incident response team ensures appropriate technology and resources will be dedicated to the monitoring and prevention of cybersecurity threats.
Technology Risk Management
Confidentiality, integrity, and availability of our systems and client data are of the utmost importance to us. We employ a risk-based control framework to protect our systems according to their sensitivity and criticality.
Ready to learn more?
Now that you have scratched the surface of the possibilities that await you here, get the whole story. Have a confidential conversation with our consultant about what your business would look like as a Financial Professional with Level Four Financial.
