Partner Technology
 Investacorp has partnered with several leading product and software companies in the following fields: Financial Planning, Client Management, Research & Analysis, Marketing, Portfolio Management and Financial Data Aggregation.Financial PlanningMoneyGuidePro - An easy-to-use, goal-based financial planning solution that delivers meaningful and graphical comparisons. Show your client that their current plan may not meet their goals; recommend a plan that meets more of their goals. Test results with tools such as Stress Testing and Monte Carlo simulation.
Client ManagementRedtail CRM - An easy-to-use, client management solution for up to 15 users per subscription Features include: Calendars, Client Account Management, Data Integration from Albridge,Document Management, Email/Mail Merge, extensive Reporting, Seminar Management, Workflow, Quik! and Laser App integration to pre-fill forms. Data conversion is free (standard fields) and it's compatible with the most popular mobile devices!
Redtail Imaging - An add-on Imaging solution that enables scanned documents and images to be linked to client records with full-text search capability.
Research & AnalysisMorningstar® Advisor Workstation - This web-based solution facilitates investment research, client communications and portfolio management. Four solutions are offered within AdvisorConnect. The Starter Kit contains solution #3 which includes Hypothetical Illustrations and databases for : Mutual Funds, Closed-End Funds, ETFs, Variable Annuities/Life Products, 529 Plans, Stocks.
MarketingForefield Advisor™ - A web-based sales, education, and client communication tool that enables you to deliver current, concise, and compliant advice. Forefield Advisor contains 3,000 articles, illustrations, worksheets, tables, and interactive tools written to satisfy FINRA compliance requirements.
Portfolio ManagementAlbridge Wealth Reporting™ - Consolidate client account and portfolio information and generate a variety of performance reports fast and efficiently. Enterprise investment account data is collected from financial custodians and clearing houses, scrubbed, normalized, reconciled, and delivered to you via a browser. Data is integrated from Albridge to other CONNECTUP applications, making this application an essential time-saver!
Albridge Data Aggregation™ (CashEdge) - An add-on solution that allows clients' held-away assets to be downloaded into Albridge Wealth Reporting.
Morningstar® Advisor Workstation - This web-based solution facilitates investment research, client communications and portfolio management. |
Quodd Equity+ is a comprehensive workstation designed for the financial investment professional that offers a complete set of market data services and information bundled into a single browser-based desktop solution. Investacorp, Inc. has reached an agreement with QUODD Financial Information to offer our Independent Representatives the QUODD Equity+service. It's an opportunity to replace your current Market Data vendor with a superior product at a fraction of the cost. If you don't use a live-quote service because of the high price, the cost and full features of Equity+ give you the perfect opportunity to start.