Practice Management Tools – Features and Benefits



AdvisorSightTM is a fully integrated and customizable platform that delivers market-leading technology solutions to the Mid Atlantic supported advisor community. Click here for more information.

AdvisoryWorld Advisor Proposal Generator

The Advisor Proposal Generator enables users to showcase their brand with FINRA-reviewed reporting options, including investment policy statements, goals and risk-based proposals, hypothetical illustrations, and security fact sheets.

Business Development and Marketing Planning Toolkit 

National Financial’s Business Development and Marketing Planning Toolkit is a comprehensive and powerful diagnostic approach to aid advisors with evaluating opportunities for business growth, setting goals, and designing a step-by-step plan to assist them. This process involves developing a Practice Story so that advisors can differentiate their practice and fine-tune their message, in addition to assessing the quality of existing client relationships and embracing a variety of communication strategies.

fi360 Accredited Training

fi360 Accredited Training is available to investment professionals interested in becoming a retirement fiduciary. Some of the services rendered include fiduciary education; professional designations and support; and analytical, reporting, and client management technology.

InfoxChange Webinar Training

InfoxChange Webinar Training is a free value-added supplement of monthly online sessions covering a range of topics to assist with areas such as practice management and business development. Mid Atlantic clients, ranging from advisors, money managers, RKs, and Bank Trust Officers, will be sent an invitation to register in advance of each presentation date. For example: Market Updates/Global Perspective synergies and weaknesses. We suggest using the last five minutes to talk about something specific to you and your practice – a particular strength/success you have experienced or a product you would like them to know about.

Morningstar Office

Morningstar Office is a bundled web-based solution offering sophisticated investment planning, extensive research analysis, robust performance reporting and portfolio management, intuitive client relationship management, and a client portal into a single unified technology platform. It is built specifically to tailor to the business needs of independent advisors and carries a broad amount of flexibility and customizations to fit virtually any size practice. Users also have the option to outsource all account management and reconciliation with Morningstar Back Office Services.

Platinum Advisor Strategies

Platinum Advisor Strategies is a complete and all-encompassing marketing solution designed specifically to attract and retain high net worth clients. This program provides financial advisors and firms with easy-to-follow step-by-step procedures, checklists, and scripts on how to conduct business like that of a million dollar producer. Advisors can also create and download customized professional marketing materials, seminar invitations, and presentations (Platinum also offers optional customization, printing, and mailing services for additional fees).


Voted “Best Client-Facing Technology of 2013” by Morningstar Advisor magazine, Riskalyze is a straightforward intuitive tool that will significantly help you manage your client portfolios by helping you match your clients’ risk tolerance with their respective portfolio holdings.