Success in modern financial advising requires precise applications of technology combined with know-how and quality communication. If any part of this trinity stumbles, your advising practice is in danger of going under. At WealthSource Partners, we understand the crucial points where technology can accelerate your practice to the stratosphere, and it is our mission to provide you with every technological advantage available. How do we accomplish this?

We provide you with a virtual office. Our non-proprietary systems facilitate in-office procedures, making your day-to-day processes smooth and convenient. Even better, when you are away from your physical office, all you need is an internet connection to access documents, email, signing solutions, performance reports, contacts, backups, and more. You will understand why our technological services are preferred when you realize just how well we equip your virtual office.

Your Virtual Financial Advising Office

  • Collaborative sharing – Unite your firm or practice by empowering everyone to share information.
  • Request processing – You won’t have to worry about keeping service requests straight because our system does that for you.
  • Elite reporting – Easily bolster an important part of your practice with our customizable and automated reporting systems.
  • Planning and proposals – You need to move forward in a way your clients understand. Our planning software makes it easy to draft clear, concise proposals that will keep your clients on board.
  • Security – You work with a lot of sensitive information, and a security breach can deeply damage your reputation. The security systems and protections established by our non-proprietary systems help mitigate the possiblity of security breaches.
  • Storage – Paper trails are essential in your line of work. Our document storage and retention software will give you peace of mind.
  • Training – Everything runs more smoothly when a team is on the same page. Our system provides web-based and online training for the convenience of everyone.
  • Client CRM – Facilitate client engagement and bolster their confidence with a CRM that allows them to communicate with you and receive responses at any time.

We want to emphasize the importance of the last feature on the list above: the client CRM. Customer Relationship Management (CRM) is the lifeblood of your practice. Without it, your practice will languish and die. CRM takes the shape of phone calls, in-person meetings, and emails. Now it can go even further. Our CRM platform allows clients to access their portfolios any time. It allows them to reach out to you any time. You will be amazed at how much client confidence grows when they have the ability to check on things themselves!

Make Technology Work for You

Technology is an advantage when it works and an obstacle when it fails. Making sure it stays an advantage is easier when you have a little help. At WealthSource Partners, we understand how essential functional, convenient technology is to success in financial advising. We are here to help advisors help their clients, and that means you. Our full-service electronic billing services provide a secure, efficient, intuitive solution that will enhance your ability to serve your clients and grow your practice. Sign up today!