Smith Moore provides financial advisors cutting edge, competitive technology solutions that keep pace with the changes happening in the financial services industry. We’ve made a significant investment into the technology our advisors need—from the planning stage to implementation and ongoing maintenance. You’ll have access to a full technology suite including:
Complete Practice Management
Morningstar OfficeSM is at the heart of our technology platform. It combines the major systems that support your practice into a powerful and integrated Web-based application. It provides a customizable dashboard overview of your entire practice. This includes total assets under management, top securities in your practice, security and portfolio alerts, client appointments, new Morningstar analyst reports, and the Market Barometer.
Other key features of Morningstar OfficeSM include:
- Portfolio Management & Performance Reporting
- Investment Planning
- Client Reporting
- Product training and support
- And more
Delivering Quality Plans to More Clients
Our MoneyGuidePro® financial planning software offers a convenient solution for developing quality financial plans with client-driven data gathering. It increases your efficiency and enables you to add value to the planning process based on client goals, concerns and investment time horizon.
Increasing Your Productivity
Smith Moore’s BETALink workstation is designed to increase productivity through an intuitively designed series of workbooks that places vital information right at your fingertips with easily customizable screens.
Client Education and Communication Support
Our Broadridge Advisor Solutions is a web-based tool that provides you with access to client sales, education and communications materials. These include over 3,000 FINRA-reviewed presentations, concept pieces, case studies and easy-to-use calculators.
Marketing and Operational Tools & Resources
Smith Moore’s InfoWorkS is a comprehensive platform that provides marketing, workstation and operational resources. You have access to business building tools such as client brochures, marketing fact sheets and client prospecting letters as well as sales ideas, proposal tools and mutual fund news and recommended lists.
Trusted Investment Research
Our industry-leading Thomson ONE investment research tools provide a broad range of customized financial content for superior decision making. You get instant access to crucial company, industry and event information, with market news, quotes and reference data when you need it.