Technology

Delivering a "Competitive Edge"

Williams Financial Group allows you to maintain a competitive edge in the market place by offering a range of technologies and services.   Because of the compliance component of our business we have a few tools that are mandatory for WFG Financial Professionals including: an imaging work-flow system, email compliance and compensation system.  In addition, our optional workstations allow you to determine the level of sophistication you need as well as the system that is the best fit for your business.

Requisite Business Tools 

• Advisors Compensation System (ACS)
• Alternative Investment Reviews and Comparatives ( ARC Insight )
• Docupace (Document Imaging and Workflow) Includes Set-Up and Training
• Morningstar’s Annuity Intelligence Report (Annuity Intel)
• Smarsh (email archive and compliance system )

Included Services

• Smart Phone Set Up
• Barracuda Instant Messaging
• Outlook Web Access (OWA)
• Set-Up of Outlook client on your desktop or laptop
• Williams Financial Tech Support Help Desk
• Marketing Library

Optional Workstations

Advisory

• Redtail® (CRM) 
• Orion (Fee Billing Platform)
• NaviPlan (Financial Planning) 
• eMoney Advisor (Financial Planning)
• MoneyGuidePro (Financial Planning)
• Money Tree Software (Financial Planning)
• Advisor Channel (Asset Allocation & Rebalancing)
• MorningStar Advisor (Market & Manager Research) 
• Financial Based Tools (Asset Allocation & Rebalancing) 
• WFG 360 (CRM, Financial Reporting, Data Aggregation Performance Reporting) Watch a Demo

Customer Relationship Management (CRM)

• SalesForce
• Redtail
• Junxure

Custodian

• Netx360 
• Streetscape

Form Filling Solutions

• Laser App
• Quik Forms

Market Data

• Esignal (Real Time Market Data)
• ThomsonOne (Real Time Market Data)
• Quodd Financial Service (Real Time Market Data)
• Bloomberg (Real Time Market Data & Research)
• Capital IQ (Real Time Market Data & Research)