Technology Solutions PDF Print E-mail

Williams Financial Group provides you and your clients with access to innovative and advanced technology solutions via our WFG Solution 360 and Desktop Support and IT Services.

WFG Solution 360

WFG Solution 360o is a truly unified technology and is the only integrated software that encompasses all aspects of relationship management, client communications, practice management, and practice improvement through:
  • CRM
  • Financial Planning
  • Portfolio Management
  • Client Access Portal
  • Rebalancing
  • Reports
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WFG IT Services

  • Hardware, software, and technical consulting services
  • Telephone and internet installation support
  • Corporate email, PDA, cell phone, and internet access support
  • Workstation backup service

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Contact Us

800.225.3650
972.661.8700

Williams Financial Group
2711 North Haskell Avenue
Suite 2900
Dallas, TX 75204