Many programs "claim" to consolidate your data...

Many programs claim to consolidate your data. However, when you take a closer look you find that they are actually unable to get your fixed annuity information from this company or your variable policies from that company or even possibly information on your clients in a managed program. That leaves it up to you to manually input this information, a time consuming process.

Consider it problem solved! We have spent the last several years on proprietary technologies that can gather this information for you.  Imagine having every investment a client owns, all stored in one central place which you can access online from any internet connection.  No more wasting time logging into each vendor's website or making time consuming phone calls in order gather up to date values on your client's investments.  Instead, just print out a Consolidated Financial Review^TM report, and your ready to meet with your client within minutes. 

Ready to "Know" what's going on with your client's investments anytime & anywhere?

Sign up for a 14 day Trial to get started today!

*Electronic data available through Pershing , TD Ameritrade and DST Fanmail are processed free of charge.

Data Mining - Automated ................................................ $ .20
*Automated data mining charges apply to accounts for which we have designed proprietary programming to obtain the information. Companies we can obtain data (Fixed & EIA) from are: AIG, Allianz Life, AUL, AVIVA, ING/Reliastar Life,JFP (now Lincoln Financial) LSW, Midland Nation Life, Protective Life (old Zurich/Chase Fixed Accounts), Symetra and others.