Money Concepts has set itself apart as a leader in the financial services industry with its use of cutting edge technology. Our technology platform allows our reps to achieve greater levels of productivity, as well as enhance client communication and care. Here are just a few programs available through the Money Concepts back office system.
Our Technology
 Laser App
Hate paperwork? Laser App can help. Laser App is the industry’s leading form filling software, providing auto-fill for almost any form you or your clients may come across. www.laserapp.com
E-Docs
Go Paperless! E-Docs is our paperless office system that allows you to streamline your filing process by facilitating electronic business processing, file-keeping and commission tracking.
ClientView
ClientView provides daily updates so you that you can access up-to-date account statements and values, as well as holdings and transaction histories. It will also sync seamlessly with Morningstar.
Dashboard
Track your commissions against your goals. Dashboard allows you to set production goals for your practice and track them against your real performance. Access it through the Associates Only page.
Forefield Marketing Solutions
Take advantage of direct access to client-directed, pre-approved communication pieces such as newsletters, topic-specific educational articles, market updates and much more. www.forefield.com
Your Personal Website
Have the need for a personalized website, but don’t have the time money, or knowledge to get one started? All of our advisors have a turnkey, personalized and customizable website available to them.
Online Vault – Client Document Storage
Your clients have the unique ability to store their personal and financial documents in our online vault, creating an electronic copy that is readily accessible in the event their originals are destroyed.
NetX360™
Provided through our relationship with Pershing, NetX360 is a full-blown, real-time brokerage account system that allows you to manage accounts, complete trades, track performance and more.
Optional Technology
These tools are not available with the Money Concepts technology package, but are offered at deeply discounted group rates. Many of these systems are utilized by advisors across the region to improve the functionality of their practice and provide additional value-added services to their clients.
eMoney Advisor
Gain a holistic view of your client’s complete financial situation, even to include the assets that you don’t manage. E-Money will set you apart from the competition and create new revenue streams.
Redtail – Client Relationship Manager
Redtail delivers web-based CRM solutions for the Financial Advisor. This is not your typical off-the-shelf CRM solution, rather one designed from the ground up to meet the needs of financial advisors.
Morningstar Advisor Workstation™
Morningstar is one of the finest sales and research tools in the industry for investment analysis and sales illustrations. Morningstar is the most widely used tool by independent financial advisors.
NaviPlan
NaviPlan is a specialized financial planning program that will help you prepare retirement plans, determine a client’s insurance needs or prepare an estate plan for an individual, family or business owner.
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