7381 W 133rd Street
Meet the future of practice efficiency, productivity and profitability. Our innovative solutions capabilities are designed to provide maximum flexibility in the way you run your independent practice. Designed from the perspective of financial advisors, our seamless technology workstation, SmartWorks,® can increase your productivity and streamline your workflow and operations—all in our paperless office system.
Design flexible, customizable investment strategies using the My Advice Architect® platform
Help your clients uncover how they feel about their financial future.
Enhance communication and collaboration with your clients and prospects by using Decipher™, our client discovery tool that helps individuals see the underlying feelings behind their financial choices. You’ll be able to use the information gleaned from the Decipher experience to offer greater personalization for clients’ investment strategies and connect with each individual on a deeper level.