Progressive technology for a productive business Page 1 of 12

Transcription

1 Progressive technology for a productive business Page 1 of 12

2 Page 2 of 12

3 Technology and tools to build your business When it comes to marketing your practice and serving your clients, there are no shortcuts. But fortunately, there is technology that can help make you more efficient and effective. Questar Capital is committed to helping you build your business. We provide access to and information on tools and technology that can help you with your marketing, sales, customer service, and practice-management efforts. MARKETING OFFICE TOOLS SALES SERV R ICE 1 Page 3 of 12

4 Marketing Questar Capital helps you stay in front of your clients and prospects by giving you access to website-development services, pre-approved seminars, pre-approved marketing collateral, newsletters, and more. Forefield Advisor Forefield Advisor is a Web-based application that allows you to easily and consistently deliver high-quality advice during every client contact. Forefield Advisor offers a powerful client interaction and presentation solution built on a wealth of knowledge across the spectrum of personal financial planning domains. Overview Both new and veteran advisors benefit from: Instant access to accurate and complete financial planning knowledge Compliant information from an objective expert source Suitable strategies and tactics matched to client goals Clear discussions of alternatives and trade-offs Helpful decision tools and illustrations Easy-to-use presentation manager to produce tailored client proposals and high-quality educational information In-depth information Instant access to legal-approved, regulatory-compliant information on 1,700 financial topics in 10 subject areas: Basic planning Investment planning Business owner Protection planning Education planning Retirement planning Estate planning Special situations Government benefits Tax planning The ability to create instant presentations Using a quick-tagging feature, you can instantly arrange screens for use in client presentations and discussions. Topic information, synopses, illustrations, and decision tools are all readily available. Fully compliant content All information in Forefield Advisor is written, reviewed, and approved by a team of professionals, including Certified Financial Planners (CFPs), attorneys, Certified Public Accountants (CPAs), and Chartered Financial Consultants (ChFCs). Strict review procedures help ensure that all content is legally approved and compliant with all regulations. Content is updated regularly to ensure ongoing compliance. 2 Shading throughout brochure indicates tools and services that are included as part of your Questar Capital affiliation fee. Page 4 of 12

5 Other marketing content providers Broadridge Advisor Solutions A marketing partner to help you build your brand, share your knowledge, and optimize your practice. The brands you trust. The expertise you expect. Emerald Connect, Forefield, and Investigo are now Broadridge Advisor Solutions. Websites marketing Search engine marketing Seminars Direct mail Newsletters Continuing education Social media Data aggregation and reporting Marketing Pro A source of professionally written marketing messages for your business (available for download) that are composed by skilled financial copywriters. Client letters and financial articles Economic updates Invitations Morningstar seminar packages 3 Page 5 of 12

6 Sales Questar Capital offers you a range of sales resources including client relationship modules, asset management programs, and online document management to help you close more sales. 4 Morningstar Portfolio Planner Advanced Morningstar Portfolio Planner Advanced uses a simple stepped approach to creating an investment proposal based on identifying your clients risk tolerance. After completing a risk questionnaire, you can generate an investor risk score and a risk profile description that you can share with your clients as the basis for discussion. From there, create a target asset allocation for your clients and utilize model portfolios to bring your plan to life. Present this information with reports that feature the Morningstar brand and easy-tounderstand charts and graphs. Asset allocation Portfolio Planner Advanced s workflow begins with a risk-tolerance questionnaire. The resulting risk profile and risk score are meant to be shared with a client as the basis for discussion. The risk profile aligns with a predetermined asset allocation model and a series of predefined investment portfolios that can be shown to the client as a current, target, or proposed allocation. The flexibility of the application allows the financial professional to choose from a series of model portfolios. The application also provides investment filtering capabilities, including the ability to search by fund family, fund category, Morningstar Rating, and performance criteria. Portfolio construction Armed with Morningstar data, research, and reports, you can assess the impact of modifying securities and allocations to more precisely meet your clients needs. Rebalance, add, or delete holdings and instantly see how these proposed changes affect the overall portfolio composition. Sharing this information with clients is easy using the Portfolio X-Ray Report option, which provides a detailed summary of a portfolio s asset allocation, style diversification, and sector exposure. Proposal delivery Consistent proposals with simple, clientcentered graphics are the key delivery mechanisms of Portfolio Planner Advanced. Backed with Morningstar s world-class reports, you can choose what you present to your clients and rest assured you are providing the appropriate disclosures. Key benefits for you, the advisor: Quickly generate investment proposals Facilitate sales through professional presentations Easily identify the proper asset allocation for your clients To subscribe to Morningstar s Portfolio Planner Advanced, please contact your Questar Capital sales director at Page 6 of 12

7 Financial planning software emoney Advisor offers clients and advisors access to view their assets. It takes a marketing approach to financial planning by helping your clients get financially organized, identifying more opportunities to serve their needs, and providing unique online collaboration and monitoring tools. For more information, please visit or call MoneyGuidePro helps you assist clients as they navigate the challenging terrain of today s uncertain financial world. It has been the most-used financial planning software for seven straight years, according to Financial Planning s survey of RIAs. You can use MoneyGuidePro to create well-crafted plans for your clients, with results that offer them a clear path they can realistically follow. For more information, please visit or call Money Tree Software s programs, data analysis, and generated reports are not just fancy graphs and charts; they help advisors do business. Developed by a CFP for professional planners, Money Tree Software offers a full collection of solutions at varying price points to meet the entire spectrum of client needs. The tools efficiently and professionally analyze all necessary data while delivering straightforward reports that help create clients who are ready to act. For more information, please visit or call Forms filler LaserApp maintains an easily accessible electronic library comprised of over 100,000 pages of forms from the top product carriers, including Pershing and Questar Capital. When forms are updated they are automatically downloaded to your computer, saving you time and eliminating errors. For more information, please visit or call Page 7 of 12

8 Service Questar Capital offers state-of-the-art technology platforms to help you manage your relationships and address your clients financial-planning goals. Albridge Wealth Reporting Web-based consolidated portfolio accounting and performance reporting solution Albridge Wealth Reporting is a portfolio management system integrating portfolio accounting and performance reporting to deliver an accurate, single view of all of your clients assets. Albridge consolidates client account data from hundreds of sources, making it the industry s most scalable and reliable wealth reporting solution. By providing a comprehensive view of client assets, you can deliver an unparalleled level of service to your clients, while having a proven tool to help gather more assets and clients. Secure, Web-based application viewable anywhere, anytime Greater opportunities for identifying more assets within an existing client base to cross-sell and up-sell products Dynamic portfolio generation enables householding of accounts, tailoring reports to financial plans Complete solution requires no setup, data collection, or processing Automated reporting reduces or eliminates the need for administrative office help Knowledgeable customer support, Web-based training, and online tutorials help guide advisors through the system 6 Page 8 of 12

9 Office tools Questar Capital partners with vendors to offer you tools that help you manage your practice more efficiently and more effectively, so you can spend more time concentrating on your sales and on your clients. Client relationship management (CRM) solutions Redtail Technology offers Web-based CRM solutions built to meet the challenging needs of financial advisors. It s easy to use, quick to deploy, and delivers a rapid return on investment. For more information, please visit or call SmartOffice is designed to address specific needs of growing advisory firms, including: Investment tracking: Easily track and manage client assets to help grow a profitable managed account business. Marketing and sales: Identify and act on opportunities with new and existing clients. Customer service: Deliver consistent value to retain clients and generate referrals. Policy tracking: Manage all types of policies, including share balances for variable life policies. Reporting: Provide clients with consolidated financial reports. Compliance: Reduce the liability and exposure of your firm and control your sales processes and practices. Business value: Optimize the value of your firm by creating an organized, manageable, and collaborative framework for your business. For more information, please visit or call Page 9 of 12

10 Office tools (continued) Online document storage tools Docupace is a compliant, paperless document storage system, which you can access to collate and organize important client and financial professional information. For more information, please visit or call PaperClip gives you the ability to eliminate your reliance on paper documentation. This storage tool is compliant with business processes, and is available without replacing computer systems or undertaking lengthy technology deployments. For more information, please visit or call Dictation services Mobile Assistant is an easy, fast, secure, and extremely accurate way of documenting client interactions, drafting letters, and capturing important meeting details. Simply call the Mobile Assistant from your cell phone; speak your notes, impressions, and next steps; and then a professional transcriptionist will type your message and it back to you. For more information, please visit or call Copytalk is a mobile scribe service that makes documenting all your important information faster and easier than ever before. Pick up your phone, dial Copytalk, and dictate the details of your meeting, your to-do list, reminders, drafts of , or any other information you want to capture. You can also take advantage of the mobile application for the same at-your-fingertips dictation on your smartphone or other mobile devices. Within a few hours, you will receive your transcribed text via , secure download, or through automatic integration into many popular CRMs. For more information, please visit or call Page 10 of 12

11 Page 11 of 12

12 questarcapital.com Questar Capital Corporation, a subsidiary of Allianz Life Insurance Company of North America 5701 Golden Hills Drive Minneapolis, MN Member FINRA, SIPC QST-040 (R-5/2015) For broker/dealer use only not for use with the public. Page 12 of 12