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 ReviewTM 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! |
Client Management System | |||||||||||||||
Agent Login .................................................. $125.00/month | |||||||||||||||
Administrator Login .................................... $60.00/per month | |||||||||||||||
*You must subscribe to the system in order to use any of our other services such as QR newsletters and CFR statements. | |||||||||||||||
Data Collection & Mining Services | |||||||||||||||
Data Mining - Electronic. (DST, TD Ameritrade, Pershing) .................................................. $FREE
*Electronic data available through Pershing , TD Ameritrade and DST Fanmail are processed free of charge. |
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Data Mining - Automated ................................................ $ .20 |
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Data Mining - Manual 1 .................................................. $ .50 | |||||||||||||||
Data Mining - Manual 2 .................................................. $ .75 | |||||||||||||||
*Manual accounts are those where our operators need to call to obtain the information on your behalf. The level of difficulty obtaining information determines which price applies to a particular vendor. In order to produce Consolidated Financial Reviews, you must also subscribe to our data mining services. Charges are per account mined. | |||||||||||||||
Companies that may update through the download process: | |||||||||||||||
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