Software Expertise
The software you want | The support you need
Your business relies on specialized software each and every day to keep things running smoothly – or maybe you’re in need of a new software solution that can streamline your business processes, increase efficiency and simplify management.
We have extensive experience with the following software:
Financial Software Expertise:
- Smartoffice – CRM for full service financial advisors
- Redtail CRM – CRM for wealth managers
- Advent Axys – Portfolio Management Software for Wealth Managers
- Allbridge – Account Aggregation for Financial Advisors
- Quik Forms – Fillable Forms for Financial Advisors
- LaserApp – Fillable Forms for Financial Advisors
Legal Services Software Expertise:
- Needles – Case Management Software for Law Firms
Insurance, Investment and Planning Management Software Expertise:
- Agencyworks – Agency Management System for Life Insurance BGA’s (Brokerage General Agencies)
- Paperclip – Locally Installed Document Management for Advisors that sell Insurance, Investments and Planning
- Laserfiche – Locally Installed Document Management for Advisors that sell Insurance, Investments and Planning
- Docupace – Cloud Based Document Management for Advisors that sell Insurance, Investments and Planning
Get our team of experts on your side.
