Tools For Financial Professionals |
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We
found a piece of software that Professional Financial Planners are
using to put together various strategies to help their clients meet
their investing objectives.
It's
called FPlan and what it does is very interesting. The user....usually
a broker...but in this case YOU, simply answer the questions in
the questionnaire. Then the software will display concise reports
on what should be a strategy to meet those goals.
The
software is very USER FRIENDLY and you can be getting the same advice
a professional would give you at much less cost.
Better
still... When your situation changes, you get married...or divorced,
whatever... you can run another set of numbers without having to
pay your advisor again and again.
The
PROFESSIONAL ADVISOR+ covers eight basic financial planning topics
and 10 special topics, including Post Retirement. It provides one
page summaries and graphs, and it also has impressive reporting
capabilities.
DOWNLOAD
THE 14 DAY FREE TRIAL OF ADVISOR+
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Legal Help For Financial Professionals
Financial
professionals have every reason to fear litigation. During the past
10 years complaints filed against Financial Professionals have increased
at an alarming rate. Many of these cases are groundless, however
the Financial Professional is forced to defend himself.
Studies
show that the question isn't IF litigation will strike It's... WHEN!!
The average costs to defend a case are now estimated to exceed $23,000.
Many Financial Professionals have sought protection through Errors
and Omissions (E & O) insurance only to discover E & O insurance
has become increasingly expensive with ever-increasing exemptions.
E
& O insurance is selective in its coverage and is unpredictable
when addressing legal costs related to legal defense.
The
fact is most E & O policies have exclusions that allow the insurance
company to refuse to cover securities litigation.
Although
Financial Professionals feel E & O insurance is necessary most don't
realize E & O insurance is woefully inadequate when it comes to
legal defense.
So
- How do you protect yourself from the inevitable? We have the Answer!
To
Learn More Click Here
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Services
Available from Investing Systems |
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If you need any kind of custom financial software, we can build
a solution for you. We have many programmers that are available
to handle any size job. From simple trade station programming to
complete back end brokerage house solutions, we can build it for
you. To Learn
More Click Here, and send us a request.
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The Investing Systems Network can build, host, and maintain your
financial website. We offer a full range of solutions including
E-Commerce and Mailing List and Newsletter distribution management.
We
can design Logos, Websites, HTML Newsletters or any other need you
may have, just give us a call and we will give your company a professional
image that you can put forth both online and off. To
Learn More Click Here, and send us a request.
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We can provide a full service e-newsletter distribution, or let
you send your own from our full featured online publishing tool.
You can send your rich looking HTML format newsletter in minutes
using our simple online distribution application. You can create
incredible impact to your readers with this powerful tool in just
minutes, or let our experienced professionals design a template
for you to use for a simple setup fee. To
Learn More Click Here, and send us a request.
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You can advertise your services on the Investing Systems Network
of websites to a growing audience of sophisticated investors who
understand the value of great professional service and advice. To
reach this growing market of online investors, contact us. To
Learn More Click Here
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Let us publish your e-book! Tired of waiting months or years for
traditional financial presses to publish your book? Do you want
to collect generous royalties now, starting with the very first
sale?
If
your manuscript is already peer-reviewed and edited for publication,
we can have it for sale on-line within days.
The
Investing Systems Network offers authors the most generous royalties
in the financial publishing industry. Authors who submit a peer-reviewed,
fully edited electronic manuscript will receive a royalty of
50 percent of the net sale, beginning with the very first sale.
There
are no hidden fees, charges, or other costs. Just a straight royalty
from each and every sale. It is the fastest way possible to bring
your work to the investors who want it. To
Learn More Click Here, and send us a request.
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If you have a product or service that you would like to sell online,
let the Investing Systems network be your e-commerce partner and
handle all your e-commerce needs. To
Learn More Click Here
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