Broker Dealer Financial Services Corp. & Investment Advisors Corp.

Driving Growth - Embracing Technology

 

As a valued partner of Broker Dealer Financial Services Corp. and Investment Advisors Corp., we are committed to providing you additional value by offering professional discounts to you and your practice in the areas of contact management systems, financial planning software, marketing and more.

INTEGRATED APPLICATIONS

CircleBlack

CircleBlack is a wealth management platform designed to make life easier.

DST Vision & Vision Pro

Basic client statements and reports at low or no costs.

Envestnet

A robust and turnkey advisory platform that provides model building and
rebalancing tools and technology, cutting-edge research and analysis,
customized proposal generation and performance reporting, carefully
selected managers, and a full suite of tools to efficiently run your advisory
practice.

eSignLive

eSignLive is an electronic signature solution that enables documents to
be securely electronically signed on any device

Laser App

Laser App combines state-of-the-art form filling technology with the
largest library of industry related forms.

Morningstar

Investment resource specialized in fund investing. Offers news,
commentary, fund information, tutorial, tools and forums.

NetDocuments

NetDocuments brings together a powerful suite of document and email
management tools under a single turnkey solution.

Riskalyze

Riskalyze enables advisors to pinpoint an investor's Risk Number and build a portfolio that contains just the right amount of risk.

Smarsh

Smarsh is the leading provider of secure message archiving &
compliance solutions in the financial industry.

Sycamore

Advisor management, compensation tracking, compliance checks, and
client management, Sycamore has you covered. Designed for a Broker
Dealer, RIA, and Insurance Agency, Sycamore allows you to place all of
the functions of your business on one platform.


ADDITIONAL APPLICATIONS

AdMaster

AdMaster is the result of years of collaboration between compliance advertising professionals and technology architects to create a web-based application capable of managing your entire advertising compliance review process.

Advicent

Invest in needs analysis, financial planning and marketing
communications software that may help you get more clients, keep more
clients, and sell more products and services.

Advisor Launchpad

Build your own customizable, compliant Smarsh Financial Visions
website with targeted content and professional designs!

Broadridge (Forefield Advisor)

Broadridge offers financial content, including seminars, calculators,
alerts, videos, newsletters, greeting cards, website platforms, and
continuing education.

Finance Logix

The Finance Logix® platform is a collection of client facing financial
planning tools that emphasizes client acquisition and retention through
education and graphical representation of planning scenarios.

Marketing Pro

The Marketing Pro system offers all the content and features of Marketing Library, plus full-color greeting cards, postcards, newsletter postcards and personal handwriting fonts, along with automated direct mail and email marketing campaigns.

Mobile Assistant

Mobile Assistant is a secure, easy way to document your client meeting notes.

MoneyGuide Pro

MoneyGuidePro®, created by PIEtech℠, makes the client experience consistent and quality financial plans possible on a large scale. It increases your efficiency and enables you to add value to the planning process based on your experience, knowledge and relationship.

Money Tree Software

Money Tree makes financial planning software and retirement planning
software.

RedTail Technology

RedTail Technology is a leading provider of web-based Client
Relationship Management (CRM), paperless office and email archiving
solutions in the financial services industry.

 

 

Admasters

Advicent

 

Advisor Launchpad

 

Broadridge

 

CircleBlack

 

DST Vision

 

Envestnet

 

eSignLive

 

Finance Logix

 

Laser App Software

 

Marketing Pro

 

Mobile Assistant

 

MoneyGuidePrio

 

Money Tree Software

 

Morningstar

 

NetDocuments

 

Redtail Technology

 

Riskalyze

 

Smarsh

 

Sycamore

 

"Neither Broker Dealer Financial Services nor Investment Advisors Corp. are affiliated with the above named companies."
 

Please contact us to learn more at (844) 468-5800 or join us. We welcome you to continue exploring the benefits of being affiliated with Broker Dealer Financial Services Corp. and Investment Advisors Corp.
 


We are committed to establishing an exceptional partnership with our financial advisors, providing the support, tools and resources needed to help clients achieve their financial goals.

Broker Dealer Financial Services Corp.
Investment Advisors Corp.

140 South 68th Street
West Des Moines, Iowa 50266

Member: FINRA / SIPC / SIFMA

©2016 Broker Dealer Financial Services Corp - All Rights Reserved
Disclosures | Site Map

Securities offered through Broker Dealer Financial Services Corp., Member SIPC. Advisory services offered through Investment Advisors Corp., an SEC registered investment advisor.

Broker Check Logo Find us on Facebook Find us on LinkedIn Google+ Follow us on Twitter