ATBS is the largest business services provider in the U.S. dedicated to servicing small businesses and independent contractors. They provide a full spectrum of back office management tools including bookkeeping and accounting, taxes, payroll, online financial statements, cloud receipt archive for anytime, anywhere access, as well as unlimited business consulting. Their affordable back office solutions give financial advisers more time to prospect for new clients and service existing clients. FPA Members receive discounts of up to 8% on ATBS products.
Citrix GoTo cloud services allow people to work from anywhere with anyone – using our remote-connectivity and online collaboration solutions to save time, get more done and connect to others around the world.
Copytalk provides industry-leading, secure transcription to financial services professionals. Via phone call or Android application, dictate the details of your meeting. Within a few hours, your transcribed text arrives via email, secure download, or automatic integration into many popular CRMs. With a comprehensive security program based on established industry standards ensuring your data is protected, Copytalk is the compliance solution that pays for itself. FPA members receive a $15 discount on the monthly service fee.
Enhance client interaction, mitigate regulatory risk, and differentiate your practice with the fi360 Toolkit for Advisors.
The fi360 Toolkit for Advisors is a powerful, web-based analytical and reporting software solution from the recognized experts on investment fiduciary responsibility, fi360. With more than 20 different areas of functionality, it helps you to deliver fiduciary-quality asset allocation, portfolio construction, and performance reporting services to your clients. The Toolkit's powerful investment research capabilities incorporate Morningstar data to deliver detailed performance information on every option in a client's portfolio lineup. This includes the proprietary fi360 Fiduciary Score® that rates an investment's appropriateness as a prudent selection. Find out more about your complimentary FPA member trial subscription.
Fiserv Financial Advice Management technology reflects a deep understanding of the needs of wealth management institutions, their clients and the future direction of the advice industry. The only provider to offer a true end-to-end solution, Fiserv offers comprehensive financial planning, actionable investment proposal tools and retirement needs analysis technology. FPA members receive an exclusive 20% discount on purchase or renewal of Financial Advice Management solutions from Fiserv.
Omyen helps advisers effectively acquire targeted clients and efficiently create actionable financial plans. Omyen's unique products include the Wealth Planner for client centric financial planning featuring the industry's first retiree healthcare planning capability, the Personal Financial Index for client education/acquisition, and the Retirement Savings Planner for advisers working with retirement plans. FPA members save 20% on the purchase and renewal of all Omyen technologies.
Veralytic is a leading innovator in life insurance research. The Veralytic Report is the only patented, objective and transparent evaluation of suitability of life insurance. Veralytic provides objective innovative research solutions to help advisors reduce costs and risk, improve consistency, and document due diligence processes against possible lawsuits and regulatory requirements. FPA members receive a $25 discount (an annual savings of $300) on the monthly single-user subscription fee.
Zywave delivers technology solutions for financial services firms to achieve organic growth. The software suite, including Profiles, NaviPlan and other marketing tools, delivers strategic solutions for everything from point-of-sale planning to complex analyses. FPA members save 20% on the purchase or renewal of a NaviPlan or Profiles subscription.