Packerland Brokerage Services - Technology
Packerland Brokerage Services has built a comprehensive technology platform from the ground up in order to integrate as many services as possible in a way that will help you improve your bottom line and spend more time making sales.
It is our belief that, as independent representatives, you should have complete control over the products you use, so we are offering these services as an a la carte menu. We understand that each of our representatives has different needs and encourage you to use the products of your choosing. The services endorsed by Packerland were chosen to maximize cross-platform compatibility, dual functionality, compliance, and value for your dollar.
Please contact Zach Kelly at zachk@pbshq.com to learn more about the following products and services that Packerland has to offer:
Omniplanner
http://omniplanner.com/
Omniplanner offers integrated financial management solutions, including data aggregation, consolidated statements, client views, account linking, and performance reports. Omniplanner also allows our independent representatives to manage prospects, proposals, research, analysis, allocations and rebalancing, calendars, contacts and more.
Morningstar
http://www.morningstar.com/ - or visit - Packerland’s Morningstar Site
Morningstar will assist in taking you to the next level with one of the industry’s most robust investment databases and corresponding reporting tools. Expanded services include Morningstar Principia and Morningstar Advisor Workstation, Packerland Edition, which includes Planning, Sales, Research, and Client and Portfolio Modules.
Thomson One
http://thomson.com/ - or visit - Packerland’s Thomson Site
Thomson offers the tools you need to enhance your ability to make informed recommendations and manage your portfolios effectively. Some of the tools include Thomson One Asset Allocation, Financial Planning, Investment View, and Wealth Management.
Laser App
http://www.laserapp.com
Laser App uses broker, representative and client data to assist in filling out the tedious and redundant fields in securities, annuity, clearing firm, and broker/dealer forms. Laser App allows you to spend less time filling out forms and more time to work on client presentations.
Emerald Publications
http://www.emeraldpublications.com/
Emerald serves as a marketing partner to thousands of financial professionals, providing innovative products to help them build and grow profitable businesses. They offer turnkey seminars, newsletters, direct mail, online marketing, and agent websites that set the benchmark in the industry for assisting advisors in WINNING and RETAINING solid clients.
Financial Profiles and NaviPlan
http://www.profiles.com and http://www.naviplan.com
Offers comprehensive financial plans for clients by imputing specific information. Analysis to include Education Planning, Retirement, Long Term Care, Estate Planning, Survivor Needs, Disability Planning, Asset Allocations, Financial Statements.