Our Tools

Tools We Use

 

LPL Account View

Easily access your account balances, portfolio growth, quotes, investment allocation and more. Log on to your account from your computer, tablet or smartphone.

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WealthVision

Tired of having to log on to different websites to see everything? Now you can access your complete financial picture all on one website, all with one logon. See all your up-to-date investment account balances, banking transactions, credit card balances and other liabilities, portfolio holding details, asset allocation, budgeting tools, and more!

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Salesforce

How often do you want to hear from us? With Salesforce we are able to customize the frequency of our interactions based on whatever you prefer!

LPL Enhanced Trading and Rebalancing (ET&R Tool)

When we rebalance we only rebalance what needs to be rebalanced, not your entire portfolio. With the ET&R tool, we can perform a range of trading and rebalancing activities on a daily basis for any number of client portfolios and accounts. This tool saves us time and increases our processing efficiency.

Morningstar® Advisor Workstation

Morningstar® Advisor Workstation provides us with the latest Morningstar investment data, tools, and reports. The system integrates with our other systems so we can seamlessly perform research and analysis on all of our portfolios.

Allianz Social Security Explorer

Deciding how and when to claim Social Security benefits can be complicated. This tool enables us to compare a variety of scenarios, including cash flow statements and cumulative benefits in present or future value, so we can help you to maximize your benefits. Schedule a FREE Social Security Maximization Analysis. 

Fact Finder Tool