Our dedicated Wealth Mangers have the ability to be as productive out of the office as they are when they are behind their desks.  Halliday Financial’s investment in technology allows our advisors and our staff to work anywhere with our Virtual Desktop Infrastructure and Cloud Based phone system with Smartphone applications.

In addition to these key features, Halliday also offers one of the leading web-based Client Relationship Management solutions, Redtail, specifically designed for the financial professional.  Its seamless integration with our other programs and e-signature platform makes our business processing extremely efficient.

The innate ability to easily consolidate and organize your investment accounts online, on one platform, regardless of what custodian they are held at is made possible with our partner, Albridge.  This award-winning integrated view is a fundamental piece for our Wealth Managers in their client reporting and financial planning.

Our enterprise-ready digital wealth management and robo-advice platform, Marstone, is designed to automate goal planning, risk tolerance, asset allocation, account opening, fund transfers, and client communication.  The combination of this program and the dedicated personalized service our clients expect from our advisors makes for a very modern approach to a key aspect of the future of our industry.

In an ever-changing marketplace, with over $1 trillion in assets under administration, Pershing has been trusted, tested, and proven to protect their clients’ interests while providing them with the most innovative solutions possible. 

Halliday Financial is also proud to partner and integrate with countless other industry leaders in Financial Planning, Document Preparation, Risk Analysis, Marketing, Research, and much more.

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At Halliday Financial, we take pride in fostering your financial safety. We assist our clients through every phase of the financial lifecycle, from starting a career and family to retirement. We take satisfaction in seeing our clients realize their dreams. Contact us today…