Experienced financial advisor technology that is reliable, integrated and collaborative.

We recognize the strength of the advisor and client relationship, which is why we’ve invested heavily in technology designed to support a superior client experience. Our exclusive financial advisor portal, the AdvisorCompass^® portal is designed to put the right information at your fingertips to drive a seamless relationship with clients. The AdvisorCompass portal not only enables you to do business in a unique way, it also offers practice services that allow you to use the platform in the way that best benefits you, your clients and your practice.

Leading technology that gives you a competitive edge.

Over the last 2 years, we’ve invested more than $100 million in advisor technology to foster and support profitable client relationships. In 2007, we developed an exclusive, integrated platform that can transform how you run your practice. Designed with continuing advisor input, our powerful, straightforward desktop allows you to create financial plans, advise clients on investments, place trades and deliver products. All from your computer desktop using one platform.

Sophisticated technology that’s simple to use.

The AdvisorCompass^® portal was designed by advisors, for advisors, and provides intuitive navigation to commonly used tools, data and valuable external reference material to help you run your practice. The integration of six platforms in the AdvisorCompass portal gives you one place to look for critical communications. It provides you a consolidated view of data from key systems to help you start your day. And it allows access for assistants and other staff to view data on behalf of advisors they support. It’s fast and easy to navigate to find information to manage your practice, including compensation, licensing and registration, plans over standard and compliance.

Integrated solutions for every advisor.

For independent franchisee financial advisors, some tools are paid for through your franchise fees. You may pay separately for most services and other tools you choose to purchase. Employee financial advisors have access to our technology tools. Associate financial advisors have access at the discretion of the independent franchisee financial advisor who employs/contracts you.

See how our award-winning technology stands up against the competition in an exclusive Capgemini study.

Experience how our powerful technology can give your financial planning practice a competitive edge with the 360º AdvisorCompass Demo.