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The Efficient Practice Advisor Network
Partner Directory
To access the Archives, please click the link below:
Each of the companies listed below have agreed to an exclusive discount/incentive on their products/services. These will only be offered to Advisor Network Members.
TalentLink Solutions was created because of the challenges financial
advisors face with identifying, retaining and managing their support
staff. With more than thirty years of experience between the two
partners, they have interviewed and hired thousands of
professionals. They have been immersed in the financial services
industry for the last eight years so understand the specific
challenges around licensing, regulatory and client satisfaction.
TalentLink Solutions can help advisors locate the right talent for a
percentage of first year's salary. But we also offer creative
options like hourly consulting to support the advisor through the
hiring process.
Mosaic Corporation helps financial advisors streamline office
procedures and reduce compliance worries by implementing a paperless
document management solution called Eclipse. With its ease-of-use,
powerful security features, and audit trail, your client's
confidential information is secure. Eclipse is a "hosted" content
management system ideal for financial advisors, broker-dealers, and
independent agents managing scanned or original client content.
To take advantage of their discount, you must be a member of the Advisor Network.
Infinitely Virtual is a leading provider of high quality and affordable Cloud Server technology, capable of delivering services to any type of business, via terminal servers, SharePoint servers and SQL servers – all based on Cloud Servers. TouchCloud™, the company’s latest offering, combines Windows 2012 Server and Windows 8 or 8.1 touch-screen capabilities, automatically touch-enabling all Windows 8/8.1 applications in the cloud. The company was established as a subsidiary of Altay Corporation, and through this partnership, Infinitely Virtual provides customers with expert 24×7 technical support. Infinitely Virtual offers a 10% discount to the Advisor Network Members.
For details and to take advantage of the exclusive discount offer, Click Here!
Secure
Mobile Transcription: A Great Solution to Efficiency and
Productivity Challenges
Copytalk® is a leader in mobile transcription
services for financial and insurance firms, and advisors, attorneys
and small to mid-size
businesses. With the
Mobile Scribe service, use any phone or the no-cost mobile
application to record details of your meetings, phone conversations,
To Do lists, reminders, email drafts, etc. and have them securely
transcribed and returned within hours. Or have the transcription
uploaded directly into your CRM!
For Details and to take advantage of the exclusive discount offer, Click Here!
Free Trial For Efficient Practice Members
Mobile Assistant provides an efficient & secure way to document client meetings. Speak your notes from anywhere and have them appear in your Inbox - NO typing! Increase productivity while generating more detailed notes. As a member of the Advisor Network, you can receive a 25% discount on services.
To access the free trial and discount Offer, please click here: www.mobileassistant.us/landing/EFFICIENT.html
Increased efficiency represents a unique
challenge for firms. The day-to-day pressure of serving client needs
leaves little time to focus upon optimizing overall efficiency.
4DIQ can help increase
efficiency. Their powerful Tesseract
software delivers timely, accurate, and actionable information using
plug and play architecture. It employs a flexible and powerful
dimensional data engine that universally connects data from any
source. Powerful integration and automation processes can be
quickly and cost-effectively designed and deployed, supplanting
manual entry and resulting in rapid delivery of critical information
and increased efficiency.
Click on this link http://www.4diq.com/Company/Contact to
contact them about your challenges and open a dialogue. Use the
promo code "4DIQ" to receive a 20 percent discount from their
standard pricing."
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The FinaMetrica risk profiling system is a low-cost, quick and user-friendly way to gain a more insightful understanding (in plain English) of your clients' financial risk tolerance - attitudes, values, motivations, preferences and experiences - and to meet common and statutory law know-the-client and duty-of-care obligations. FinaMetrica's focus is on the psychological factors relevant to financial decision-making in terms that are meaningful to individuals and their advisers. Developed and tested in Australia over 4 years with the assistance of the University of New South Wales’ Applied Psychology Unit, the FinaMetrica system has gained international recognition as world���s best practice since its Australian launch in 1998. The FinaMetrica system offers previously unattainable levels of validity, reliability and accuracy in risk tolerance assessment. |
FinaMetrica offers an exclusvie 10% discount on their services, to get started, click here.
The WealthStation modules for advisors provide the right tools for you to be productive, while introducing a platform for wealth management that can grow as the business grows.
A complete planning system for today’s financial professionals, WealthStation integrates both financial planning and asset allocation into a single system. WealthStation also helps facilitate improved data sharing between tools and helps mitigate information error risk. Click here to register for a 30-day free trial and qualify for the discount!
15% discount, use link above
As a complete back-office solution for fee-based advisors,
Orion's ultimate portfolio accounting
service bureau is customizable, integrated and scalable to meet your firm’s
needs. We handle tasks
including: performance and cost basis reporting, daily database reconciliation,
statement generation
and delivery, and advisory fee billing, so you can focus on building client
relationships and managing
money. Our web-integrated system gives your staff immediate access to client
data, extends your firm’s
brand with a private-labeled web portal, and delivers powerful tools like a
highly customizable reporting
engine, built-in document imaging and true integration with CRM and financial
planning applications.
20% Discount, Link will be available August 2015
Quik! Forms Library ENTERPRISE makes it easy to fill out forms and applications, reducing forms costs by 75% and giving you more time with your clients.
50% discount, use link above
| Mon. - Fri., 9:00 am - 6:00 pm (ET) Tel: 1.800.743.7092 (Toll Free) |
| Free Email Support: Email: support@moneyguidepro.com |
$300 discount, use code 643995
866-CRM-TOOL (866-276-8665)
sales@GoWithCrm.com
www.junxurei.com
10% discount, use code
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Attach Plus makes sending sensitive e-mail attachments second nature. Attach Plus enables you to modify, assemble, encrypt and attach documents to an e-mail on-the-fly. Here are just a few of the many benefits of Attach Plus:
- Automates security processes to improve employee efficiency
- Clients feel secure knowing their confidential information sent via e-mail is protected
- Addresses key regulatory compliance issues regarding sending confidential information electronically
- Attach Plus seamlessly integrates with many popular e-mail applications, document management systems, Microsoft Office and any application that can print
Try free for 30 days at www.attachplus.com!
Discount: 10% off entire purchase, use discount code CL27AQ
