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“ONE Platform” – ALL Advisors, ALL Clients, ALL Sales Opportunities

ONE Platform

ALL Advisors

  • Commission Based
  • Fee Based
  • Just Starting Out
  • Experienced Advisor

ALL Clients

  • Middle Market
  • Mass Affluent
  • High Net Worth

ALL Sales Opportunities

  • Concepts Oriented
  • Single Need Transactional Sales
  • Multiple Need Transactional Sales
  • Comprehensive Fee Based Analysis

ONE Platform means... SIMPLICITY

  • One set of fact finders
  • One set of client data - enter once
  • Impressive client presentations
  • Automatic tax, legal updates
  • Automatic system updates, enhancements
  • Consistent navigation for ALL tools