Best-in-class technology with built-in compliance support.
Reliable, integrated technology designed to give you a competitive edge
Nothing is more important to your practice than the strength of your client relationships. That's why we've invested heavily in technology that supports a superior client experience. Designed by advisors, for advisors, our powerful, straightforward desktop allows you to create financial plans, place trades and deliver products. It also includes tools and processes to help ensure that your practice is compliant — all from your computer desktop using one platform. The AdvisorCompass® portal provides:
- Easy navigation to commonly used tools, data and external reference material to help you run your practice
- A consolidated view of data from key systems to help you stay organized
- Assistant and staff access to data on behalf of advisors they support
AdvisorCompass Portal - Complete
and integrated resources
*Additional fees may apply for franchise advisors.
In the News
“The Customer Experience Index 2014,” Forrester Research, Inc.
January 1, 2014