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Software
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Fi360 offers a full circle approach to investment fiduciary education, practice management, and support that has established them as the go-to source of investment fiduciary insights. With substantiated Practices as their foundation, they offer world-class Training, Tools, and Resources that are essential for fiduciaries and those who provide services to fiduciaries to effectively and successfully manage their roles and responsibilities. FinaMetrica integration with the fi360 Toolkits will begin in late 2010, we will keep you posted on when it's available. View special subscription offer for fi360 Toolkit users. |
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Finance Logix provides wealth management software solutions to financial services firms, including Broker-Dealers, Banks & Trusts, Insurance, Registered Investment Advisor (RIA), technology and services providers, and Asset Managers. Since 1998, Finance Logix has created financial products with the vision that users would be able to easily identify client requirements and needs, quantify future goals, and return the most highly customizable, realistic, achievable plan of action. FinaMetrica will be integrated into Finance Logix software mid 2011, please contact Finance Logix directly for a trial version. |
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MoneyGuidePro is the world’s first financial planning SMARTware. By automatically creating an optimized solution based on clients’ preferences, MGP does what computers do best, so advisors have more time to spend with their clients and prospects. MGP’s unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client, more productive for the advisor, and remarkably easy to use. FinaMetrica is integrated into MoneyGuidePro software, please contact MoneyGuidePro directly for a trial version and subscription details. |
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PlanPlus Inc. is a privately owned corporation with its Head Office located approximately 100 km northeast of Toronto, Ontario, Canada. For the past 20 years, PlanPlus Inc. has developed various software tools for use by financial institutions, professional advisors and the consuming public to perform "personal financial and investment planning". PlanPlus has become a world-recognized firm with its groundbreaking software PlanPlus Planit and industry-leading training and service offerings. PlanPlus currently has users in a dozen countries and four languages (English, French, Spanish and Chinese). FinaMetrica is integrated into PlanPlus software, please contact PlanPlus directly for subscription details. |
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Prestwood Software Ltd. develop and support top of the range programs for Financial Planners in the UK and is widely recognised as the UK's leading software in this sector. Prestwood provides a complete system leading from initial data gathering (complete with fact finding questionnaire) through comprehensive taxation and investment analysis procedures to a wide range of 'what-if' facilities related to capital, income, expenditure, projected cashflow, estate planning, investment, education expenses, pensions, life assurance, disability, business planning and much more. FinaMetrica is integrated into Prestwood planning software. View special subscription offer for Prestwood advisers. |
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Voyant Inc. is a leading supplier of financial intelligence presentation and collaboration platforms which simplify financial needs assessments and planning processes between advisers and their clients. Voyant Adviser has seen unprecedented growth across its UK IFA channel since launch. Voyant UK is a wholly-owned subsidiary of Voyant Inc. which is headquartered in Austin, Texas.
FinaMetrica is integrated into Voyant Adviser, click here to trial FinaMetrica in Voyant Adviser free for 30 days. You must have a Voyant Adviser account (active subscription or trial) to use this integrated service. |
Institutional
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Allan Gray is a privately owned South African investment management company which focuses on generating long-term wealth for investors. Allan Gray believes in and depends on the merits of good and independent financial advice. Allan Gray also acknowledges the pressure that independent financial advisers face currently and therefore has launched Adviser Services as a support function to all Allan Gray contracted financial advisers. Its goal being to facilitate effective financial advisers practices and protect the independence of the financial adviser in the South African market with ultimate benefit to their clients. View special subscription offer for Allan Gray Adviser Services advisers. |
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The American Institute of Certified Public Accountants (AICPA) and its predecessors have been the voice of the accounting profession since 1887. The AICPA prides itself on its serving the CPA profession and the public interest to which it is profoundly committed. AICPA members work in all sectors of the business and financial services profession, including Public Accounting, Financial Planning, Tax, Business & Industry, Law, Consulting, Education and Government. View special subscription offer for AICPA members. |
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The Ascentric Wrap service provides online access to view, value and trade a comprehensive range of assets across a wide range of tax wrappers. With a choice of investment options, product and fund selection tools, information reports and client access levels, advisers are in total control of their clients' portfolios. View special subscription offer for Ascentric users. |
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Asgard has been working behind the scenes with financial advisers since 1985 to create products and services that help you reach your financial goals.
Financial advisers consistently rank Asgard as one of the best providers of superannuation and investment solutions in Australia. FinaMetrica is available via the Asgard platform, please contact Asgard directly for subscription details. |
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Australian Financial Services (AFS) has become one of Australia’s leading Financial Planning groups with a growing number of representative offices around Australia. Through commitment to assisting clients achieve their financial goals and objectives AFS has developed a sound, highly regarded dealer group with a large client base made up of over 180,000 Australian individuals, families and companies. View special subscription offer for AFS advisers. |
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Cambridge Investment Research, Inc. (CIR) is recognized as the industry pioneer who developed the fee-based advisory model. A privately-owned Broker/Dealer that supports traditional commission business, as well as the ever-growing demand from Rep/Advisors and their clients for fee-based solutions, Cambridge is committed to its strong culture of service, respect and flexibility. View special subscription offer for CIR representatives. |
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Die con.fee AG ist eine der führenden deutschen Produkt- und Serviceplattformen für die Honorarberatung in Finanzen. con.fee bietet ein breites Spektrum an Produkten und Services für Finanzmakler und Fondsvermittler, die unabhängige Finanzberatung auf Honorarbasis bereits praktizieren oder künftig praktizieren wollen. Wirklich unabhängige und ausschließlich am Kundeninteresse ausgerichtete Finanzberatung funktioniert am besten, wenn der Berater nicht über Provisionen in den Produkten sondern - ohne Interessenskonflikte - direkt von seinem Kunden bezahlt wird. Honorarberater können daher auch intensiver auf den Kunden eingehen, z.B. seine persönliche Beziehung zu Risiken in Kapitalanlagen ermitteln und Lösungen erarbeiten, mit denen sich der Kunde auf Dauer wohlfühlen kann. Die so praktizierte Honorarberatung setzt sich auch in Deutschland zunehmend durch. FinaMetrica bietet das hierzu erforderliche und seit Jahren bewährte System. Zum FinaMetrica Vorzugsangebot für con.fee Partner. |
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Garrett Investment Advisors, LLC (GIA), is a fee-only SEC Registered Investment Advisor firm and an additional option for members of the Garrett Planning Network, Inc., an international network of fee-only financial advisors and planners. They are independent advisors and their goal is to make competent and objective advice accessible through hourly as-needed financial planning. View special subscription offer for GIA members. |
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Elite Wealth is a software solutions company and provides a service to Financial Advisors. The web-based software enables an advisor to manage their practice and includes Client Management, consolidated Portfolio views, Business Process Management and integrated Financial Planning modules. Investment and Risk product data from various product providers are consolidated onto one platform, providing a consolidated view and state of the art client reporting as well as valuable Management Information.View special subscription offer for Elite Wealth users. |
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The Garrett Planning Network Inc. (GPN) is an international network of fee-only financial advisors and planners. They are independent advisors and their goal is to make competent and objective advice accessible through hourly as-needed financial planning. View special subscription offer for GPN members. |
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IFA Centre was founded to represent the interests and support the businesses of Independent Advisers, and is the only trade association in the UK to exclusively represent Independent Financial Advisers. IFA Centre strives to preserve a healthy Independent Advice sector, and ensure the voice of the Independent Adviser is heard unequivocally in UK and EU policy making, and that the business and trading operational environment for IFA firms now and in the future is fair and proportionate. View special subscription offer for IFA Centre advisers. |
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Junxure is the award-winning and flagship product of CRM Software, an innovative software development firm based in Palm Beach Gardens, FL with operations in the heart of the “Research Triangle” in Raleigh, NC, New York City, Ohio, and California. Junxure and its suite of products provide total firm technology for financial advisors to grow, manage and enhance their advisory businesses. View special subscription offer for Junxure advisers. |
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Margetts Fund Management is a privately owned investment boutique, which specialises in managing risk rated multi-manager funds. Margetts has been providing portfolio management services to private clients, pension funds, professional trustees and corporations since 1981 and are proud of the fund performance and additional value which has been added to their clients’ portfolios. Their performance has attracted professional acknowledgement with the Margetts Fund Management team winning numerous awards for investment management over the years. View special subscription offer for Margetts advisers. |
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Die Tätigkeit in der Finanzplanung und der qualifizierten Finanzberatung erfordert sowohl während als auch nach einer erfolgreich abgeschlossenen hochwertigen Qualifizierung kontinuierliche Weiterbildung und regen Erfahrungsaustausch. Gerade durch ein breites Netzwerk können Fachkenntnisse für den eigenen Beratungsbereich genutzt werden. Des Weiteren entsteht durch dieses Netzwerk die Möglichkeit, kostengünstig interessante Fachvorträge von renommierten Referenten und Marktteilnehmern der Beratungsbranche zu organisieren.
Vor diesem Hintergrund wurde im Jahr 2002 das network financial planner e.V. in Berlin gegründet und ist seitdem stetig gewachsen. Mittlerweile gehören dem nfp e.V. mehr als 320 Mitglieder an und es werden bundesweit Fachveranstaltungen zu Themen der Finanzplanung durchgeführt. Da zu einer umfassenden Beratung im Rahmen der Finanzplanung auch die Ermittlung des Risikoprofils der Mandanten gehört, kooperiert das network financial planner e.V. mit FinaMetrica.
Zum FinaMetrica Vorzugsangebot für network financial planner e.V. |
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Nucleus is an award-winning, adviser-owned wrap platform set up in 2006, offering clients a totally clear charging structure that unbundles the cost of advice, the wrap fee, and the asset charge. The platform is currently used by 400 adviser firms who have placed over £5bn of client assets. Nucleus is truly independent and has no conflicting commercial interests with other product providers, aiming simply to help advisers deliver a fantastic proposition, and because advisers who use Nucleus may also be shareholders, they can take a much stronger hand in the development of the proposition. View special subscription offer for Nucleus advisers. |
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Paradigm provides consultancy driven support services to Independent Financial Advisers. Paradigm's main premise is to increase the ongoing income to IFA businesses both through negotiation and agreement with today's leading industry providers and by helping IFAs deliver sales and business processes which are efficient, effective and bespoke to their firms. View special subscription offer for Paradigm advisers. |
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SEI (Nasdaq: SEIC) is a leading global provider of outsourced asset management, investment processing and investment operations solutions. The company's innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth.
SEI Select advisers are covered under a SEI group subscription. View special subscription offer for SEI non-Select advisers. |
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Shareholders Service Group (SSG) provides dedicated client service, comprehensive brokerage platform and advanced technology to independent registered investment advisors. View special subscription offer for SSG users. |
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Succession Advisory Services (SAS) is the UK's leading specialist consolidation and capital creation vehicle for wealth management firms, providing members with bespoke business solutions delivered by their training academy, and working with IFA firms to optimise their client proposition, delivery and support services. This sets the basis of their prime relationship – working with selected firms to develop, grow and realise the capital value of their businesses. View special subscription offer for Succession Advisory Services advisers. View special subscription offer for SAS members. |
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TD Ameritrade Institutional* is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. They deliver smart operational solutions, innovative technology, customized practice management and flexible investment solutions, all with one goal in mind—impeccable service. As steadfast advocates for independent advisors, TD Ameritrade Institutional continually speaks out to ensure that RIA needs and their clients' needs are always considered within the regulatory environment. Their collaborative approach and innovative technology solutions ensure that we spend less time navigating a one-size-fits-all solution and more time focused on exceeding your expectations. View special subscription offer for advisers that custody with TD Ameritrade Institutional.
*FinaMetrica is a client in TD Ameritrade Institutional’s Affinity Services program. TD Ameritrade and FinaMetrica are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any third party and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any third party. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by
TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. |
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threesixty Services LLP is a leading provider of support services to 600 directly regulated IFA firms and 6000 of the UK's most highly thought of financial advisers.
Launched in 2003, threesixty delivers high quality support solutions for firms of all sizes - including the provision of business consultancy, compliance and technical helpdesks, product and fund research and other outsourcing solutions that cater for each level required by financial advisers.
By offering a flexible contract, threesixty enables its clients to tailor the services they use, allowing its clients to access the most relevant expertise to suit their business needs without the need of paying for any unnecessary services. View special subscription offer for threesixty advisers. |
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Transact is an independent wrap service for clients and their financial advisers. Transact provides a single integrated solution to meet investment and financial planning needs. View special subscription offer for Transact advisers. |
Other
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