Technology

Innovative Technology Solutions to Help Grow Your Business

Meet the future of practice efficiency, productivity and profitability. Our innovative solutions are designed to provide maximum flexibility in the way you run your independent practice. Created from the perspective of financial advisors, our seamless technology workstation, SmartWorks,® can increase your productivity and streamline your workflow and operations—all in our paperless office system.

SmartWorks®

A fully integrated, online technology hub and advisor workstation, SmartWorks is a one-stop shop for everything you need to manage your business. It allows you to access accounts, place trades, retrieve client notes, view current account data, access market intelligence, and review performance through multilevel reporting capabilities. It offers single sign-on and seamless integration of client and account data, market information, wealth and performance reporting, and industry intelligence.

Complete Solutions

Access systems and applications to run your practice effectively, including:

  • The MoneyGuide suite of tools at no additional cost, with MoneyGuideBroker to help determine client suitability, or the award-winning MoneyGuidePro for financial planning
  • Contact segmentation capabilities to support marketing
  • Powerful portfolio management capabilities, including trading and rebalancing across multiple accounts through My Advice Architect
  • Industry-leading reporting and analysis tools, including Morningstar® Advisor Workstation℠
  • Office setup tools and streamlined account opening
  • Access to a wealth of online resources, from marketing templates to professional development programs