Resource Library

The following third-party resources help financial advisors in their quest to build more profitable, efficient, and high-quality businesses, so they can provide world-class advice to more clients.

Marketing Resources	Sales Resources	Associations	Publications
Financial Planning	Portfolio Management	CRM Software	Rebalancing Software

Marketing Resources

• Market Your Financial Practice - online marketing director; subscription-based product from ActiFi

• Advisor Products - marketing material for financial advisors, including customized Web portals

• Make it a Great Day - marketing material for financial advisors, including customized Web portals

• Marketing Profs - free and subscription-based marketing articles for business

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Sales Resource

• Warm Call Resource Center - from ActiFi's Sam Richter; Web resources to find information

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Associations

• Financial Planning Association - education and advocacy for the financial planning industry

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Publications

• Journal of Financial Planning - the official publication from the Financial Planning Association

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Financial Planning Software

• Money Tree - Founded in 1981, Money Tree is a pioneer in the financial planning software market.

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Portfolio Management Software

• Advent - the industry standard investment management software

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CRM Software

• Salesforce - leader in CRM software; can be customized for the financial services industry

• Junxure - CRM software designed for the financial services industry

• Redtail - CRM software designed for the financial services industry

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Rebalancing Software

• iRebal - retains an audit trail of all executed trades and uploads trades to multiple custodians

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