Money Concepts Tech Edge™ is a combination of proprietary and industry leading software. Each piece is created to reduce the burden of back office tasks and to provide simple and easy to follow procedures.
We invest millions of dollars in software technology to make you more efficient and effective. By utilizing these tools you will be in a better position to grow your business.
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FOREFIELD INC. - Forefield’s compliance approved newsletter articles, flash videos, and weekly market summaries provide you with a convenient, efficient way to communicate regularly with your clients.
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NETX360™ - NetX360™ offers one complete technology solution to efficiently manage your entire business, whether it is commission or fee based. This revolutionary, online platform enables you to access account information, place orders and get the latest tools, quotes, news and research to allow you to perform at your best.
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NETX360™ MOBILE -Offers NetX360™ through your Android, iPhone or Windows mobile device.
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LASER APP - The industry’s leading form filling software specializing in automatically filling out forms and keeping forms current and accessible. Form types include: Broker-Dealer, Life Insurance, LTC Insurance, Disability, Fixed Annuity, Variable Annuity, Clearing Firm, Mutual Fund, IRA, 529 Plan, 403(b), 401(k) and more.
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E-DOCS - (our paperless system) Go Paperless! Get rid of your bulky client files. With E-Docs you can access your commission statements and review pending items at any time. Increase productivity and improve business processes by converting paper forms to PDF format. In addition, we maintain your clients’ files on our server for you. You can access your clients’ files at any time with a click of a button for your safe keeping.
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WebOps BLOTTER - With WebOps Money Concepts maintains and updates your required sales blotter for you.
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CLIENTVIEW 2.0 BY INVESTIGO – BROADRIDGE - Broadridge’s Ivestigo Advisor Solution provides financial advisors with an unprecedented combination of flexible portfolio management, sales, marketing, account aggregation, performance reports and productivity reporting options in a single platform.
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SENTINEL REPORT - Designed for clients making withdrawals, the Sentinel Report provides illustrations, numerically and graphically, in a client friendly format.
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CLIENT VAULT- A secure website for your client. Each client has their own website containing their consolidated holdings in their own document vault. They can store all of their important documents, i.e. wills, trusts, tax returns, account statements all in one place.
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ADVISOR WEBSITE- YOUR professional website with your picture, profile, list of your services and even your company logo and slogan. Designed to help you get found by prospects searching online for financial services in your local area. Clients can login to view accounts or access financial calculators and more…
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EMAIL MARKETER- A professional email marketing system for you to systematically conduct marketing campaigns. Create marketing templates for newsletters, send flash videos, advertise your seminars and events, send custom invitations and appointment reminders, and more.
Manage client and prospecting email lists, set up automated schedules for specific email campaigns to be sent to your groups. Send a limitless number of personalized yet automatic emails. Track and capture all the statistics to analyze the impact of your email campaigns.
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COMPLIANCE MAX - Your integrated Compliance Management system. Through Compliance Max all of the following functions are automated. (Compliance Questionnaires and Attestations, Public Communications and Advertising Review, Gift and Entertainment Management, Customer Complaints, Firm Element Make-ups, Insurance Training, Branch Audit Technology and Monthly Compliance requirements)
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TRACKER - Your integrated licensing management system. Through Tracker you can track all your licenses, appointments, registrations.
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EMAIL- Money Concepts Personal Email Address accessible on your desk top and everywhere via webmail. Captures and archives all of your electronic correspondence for compliance automatically.
The cost of all this cutting edge technology is less than a dollar a day. In addition, Money Concepts provides deep discounts for the following industry leading software packages: