Financial Business Technology - Solutions & Enhancements

Powerful technology. Practical solutions. Deeply discounted prices. You’ll get all this and more as a registered representative with SII Investments. We are proud to offer our financial representatives discounted access to the following financial business technology solutions. From marketing to research to client reporting, SII has you covered. Join SII to get unparalleled financial business support and technology enhancements to grow your business.

FINANCIAL ADVISOR MARKETING

Bill Good
The Bill Good Financial Advisor Marketing System is a computer-based client marketing, prospecting and office management application.
Forefield, Inc.
Forefield Advisor is a web-based sales, research and client communication tool designed for financial service professionals.
Larkspur Data
Larkspur is a database provider for high net worth individuals, qualified plans and tax-exempt organizations.
MarketingLibrary.Net by Peter Montoya, Inc.
MarketingLibrary.Net is an online catalog of client marketing materials developed for registered representatives, registered investment advisors, certified public accountants and insurance professionals.

FINANCIAL PRACTICE WEBSITES

Smarsh
From the design and programming of your website to the implementation of social networking tools and interactive content, Smarsh Sites give you advanced website features that will help your business stand out – no technical mastery or HTML knowledge needed.
Emerald Financial
Emerald Financial delivers customizable representative websites, affording your practice with a valuable resource to streamline prospective/existing client communications via the world wide web.

CONTACT MANAGEMENT

Redtail Technology
Redtail Technology delivers web-based Client Relationship Management (CRM) solutions for financial services professionals. Redtail Technology can seamlessly integrate with several industry-leading technologies including Electronic Order Entry and other financial technologies.
Grendel Online
Grendel Online includes a CRM solution, Client Portal, Paperless Office, and Account Aggregation. Grendel Online seamlessly integrates with industry leading apps such as Albridge Solutions, Laser App, and MoneyGuidePro - and the list is growing.

FINANCIAL CLIENT REPORTING

Albridge Solutions, formerly StatementOne
This online reporting tool automatically gathers and organizes client data, allowing you to quickly create consolidated financial reports for your clients.

RESEARCH

Morningstar Investment Research
Morningstar Workstation and Principia offer investment information, including buy and sell recommendations, stock and fund analysis, reports, and tools, as well as company, investing, and financial news.

FINANCIAL PLANNING SOFTWARE

AdvisoryWorld
AdvisoryWorld offers investment advisors tools for asset allocation, mutual fund snapshots, optimization, portfolio and investment analysis, financial planning, cash flow analysis, Monte Carlo simulation, proposal and report generation.
AllocationMaster (formerly Frontier Analytics)
AllocationMaster is asset allocation software that enables investment advisors to make diversified portfolio recommendations for clients by linking an overall investment strategy with real-life financial objectives.
BetaVest CASE Management System
The BetaVest CASE Management System is advanced retirement planning software for investment advisors that analyzes income and distribution.
EISI – Naviplan and Financial Profiles
EISI offers two unique financial planning software solutions for investment advisors called Naviplan and Financial Profiles.
MoneyGuidePro
This web-based financial planning software focuses on client goals, allowing a collaborative effort between clients and investment advisors in the creation, exploration and stress testing of current and recommended financial plans.
MoneyTree Software
MoneyTree makes easy-to-use, comprehensive financial and retirement planning software that investment advisors have relied on for over two decades.
Torrid Technologies
Torrid Technologies software generates meaningful and accurate retirement savings projections, providing easy-to-read, client-friendly charts that allow representatives to present simple “what if” scenarios to show how changes can affect clients’ retirement pictures.

Looking for a particular technology vendor not featured above? Don’t fret! This list is not all-inclusive. Contact recruiting@siionline.com for more information on additional financial business technology – solutions available to our registered representatives.