Advisor's Resource

Our cornerstone application is Advisor's Resource – a desktop resource for financial advisors and home office staff. Advisor's Resource is a browser-based system that offers easy access to a suite of sophisticated tools. It allows users to get real-time account information, obtain real-time market quotes, and enter orders electronically for equities, mutual funds, fixed income, options and annuities – then download directly to popular third-party client management systems.