ONE Platform
ALL Advisers
- Commission Based
- Fee Based
- Just Starting Out
- Experienced Adviser
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
