Promoting Independence. Empowering Independents.

Technology


Packerland has built a comprehensive technology platform from the ground up in order to integrate as many software capabilities as possible to empower your success.  We believe you’re not truly independent if you don’t have a choice of which systems to use, so we provide discounted access to a variety of the best technology available with no mandated programs or monthly fees.

Our technology offerings have been vetted and endorsed by Packerland to maximize cross-platform compatibility, dual functionality, compliance and just plain good value for your dollar.

You have a choice among vendors that provide client relationship management (CRM) data systems; form-filling software; lead tracking, marketing and contact/list management tools; email integration with Outlook and Blackberry/iPhone/Android platforms; sales forecasting; one‐stop client account information; compliance‐friendly marketing materials, production capabilities, turn‐key direct mail service, and website design and hosting; investment research from Morningstar; and financial planning tools—just to name a few.