 KEY POINT: HALLIDAY FINANCIAL GROUP PROVIDES ITS ADVISORS WITH THE TOOLS THEY NEED TO BE SUCCESSFUL
It seems that, more and more, financial professionals look to a firm's technology as a crucial factor. We assure you, we've got it covered. We agree that technology is essential to run a successful practice. That said, we also believe that directly assisting our advisors to develop the practice of their dreams is ultimately of greater value. What we have done at HFG is provide you with every tool you need to be successful by partnering strategically with companies that have built fantastic software tools. Even better, you can customize your access to technology by choosing the modules that fit your practice best. By the way, don't expect to get charged for your technology. As we said, we've got it covered. Below are short descriptions of the Technology and Software used by our advisors to build successful practices. We encourage you to learn more about these tools by speaking with us directly. An account management platform that allows you to cut through the clutter to find the exact information you need, when you need it. NetExPro helps you to develop personalized investment solutions that you can depend on to enhance your reputation for service excellence. - Access account information, including balances, holdings, history, prior business day activity, open orders, executions, online statements, and confirmations.
- Sort, search, and print account documents
- Enter stock, option, bond, mutual fund, and annuity orders
- Utilize powerful financial planning and portfolio management performance tools
- Obtain market quotes, news, and research from industry leaders BNY, Jaywalk, Credit Suisse, Morningstar, S & P, Dow Jones, Reuters, and others
Take a Tour of NetExchange Pro |
SHORETEL PHONE SYSTEMHalliday Financial Group is proud of its cutting edge, VOIP, computer-based, phone system. When linked to Microsoft Outlook, the HFG phone system allows you to handle calls, emails and voicemails efficiently. The history tracking portion of the software provides you with crucial insight into the time you invest on the phone. CLICK HERE to learn more about the Shoretel IP Phone System. HFGWebOur computer network gives you access to a host of firm material, the ability to share information with others in the firm and access to your files, emails and voicemails from any computer with an Internet connection. MORNINGSTAR PRINICIPIAFor those of you who work intensely with mutual funds, we provide access to the most updated mutual funds research and analysis programs at Morningstar. Many advisors find this an indispensable tool. INVESTMENT VIEWThrough Investment View illustrations and hypotheticals can be run on mutual funds and variable annuities producing FINRA approved material for client presentations. FASTrackOur Financial Advisor Support and Tracking (FAST) program is comprised of two major elements: one-on-one meetings with practice management experts to help you define your practice objectives and set goals toward achieving those objectives (FAST Meetings); and our web-based, secure production reporting system that allows you to monitor your progress toward those goals (FASTrack). VisionPlanHFG's Financial Planning program (based on the Naviplan software suite) utilizes advanced software and web-based forms to allow you to contruct a comprehensive and attractive, written financial plan for your clients with a minimum amount of effort. Once your client has completed the VisionPlan Factfinder, our Financial Planning department will handle the compilation of essential data and production of a VisionPlan draft that you can edit and refine before you present it to your client. BACKROOM TECHNICIANBackroom Technician is an incredibly useful tool. It allows our advisors to present complicated financial issues to clients using easy-to-read, colorful reports containing charts and graphs. Various key Estate Planning, Retirement Planning and Insurance Planning concepts are presented in a clear and understandable way.
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