Technology Platforms

Money Concepts and the Bluegrass Region invest heavily in advisor-driven technology to help you elevate your business.

The goal is simple: increase your productivity so you can spend more time doing what makes you profitable.

TECH EDGE

	Mobile Office Whether you're in the office or on the go with your mobile devices, you have seamless access to client portfolio data, contacts, email, calendar, and more. Stay organized and efficient on the go.
	Client Performance Tracking Advisors can build consolidated, customized, client-approved reports on demand. Additionally, the easy-to-use dashboard provides a personalized overview of portfolio performance, holdings, asset allocation, and more making it easy to deliver a powerful client review.
	eSignature - DocuSign Your practice is throttled by the ability to get signatures and process agreements. It’s time to transform how you prepare, sign, act on, and manage them. Keep your business moving forward with DocuSign.

	Social Media Incorporate social media into your marketing plan with access to a library of relevant and compliant content. Create your own automated marketing plan on LinkedIn, Facebook, and Twitter. Lastly, you can measure client-engagement to leverage your connections.
	Practice Analytics Get real-time information on the revenue sources and products driving your business. Segment your clients based on revenue per client. Set production goals for your practice and track them against your performance. And more.
	Single-sign-on Dashboard One username. One password. Access all of your tools from one portal.

OPTIONAL TECHNOLOGY & INTEGRATIONS

These tools are not directly available through the Money Concepts technology package but are offered at deeply discounted group rates. Many of these systems are utilized by advisors across the region to improve the functionality of their practice and provide additional value-added services to their clients.

Money Guide Pro
Account Aggregation &
Financial Planning

E-Money Advisor
Account Aggregation &
Financial Planning

Morningstar Advisor
Workstation™
Investment Analysis & Mutual
Fund Research

Redtail
Client Relationship
Management Software

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