At Virtue Advisors, we are one of the few FMOs that have fully embraced technology

and are eager to use it to it's fullest potential. We use the latest and most cutting-edge software

available to make your job as advisor easier and more productive than ever.

 

Case Design Pro

Blending the universe of investment options using Case Design Pro: A software and sales process developed to help advisors and prospective clients identify how much of their assets should be invested in safe money alternatives and how much should be invested in the market. You are able to receive unbiased case design advice working with VCM and using this software suite.

 

CaseDesignPro features:

• “Road of Hope vs. Certainty Client Presentation” — Step by step presentation including third

    party documents during client meetings.

 

• Allow advisors to create a powerful but simple income plan in deliverable format that prospects

   can understand.

 

• Overview deliverable that shows total estate value, areas where the prospect has done well,

   areas of recommended improvement, as well as recommended action to take.

 

To learn more visit www.casedesignpro.com.

 

 

 

 

 

 

 

For more information on these programs and other offerings at

Virtue Advisors, give us a call or email us now.

 

Accompanying Third Party Software

 

 

 

 

 

 

 

ORION

When your clients log into the Orion client web portal, it will be customized and branded to your firm. Gain the ability to show your clients all of their accounts, all in one place, presented in a minimalistic design that is easy to navigate. Performance, account values, and more are shown in large, beautiful graphics to put the information you want your clients to see front and center. Custom reporting abilities mean you can create a report for your accountant client or another report, rich with graphs and charts, for your client who moonlights as an artist. Shows consolidated reports including TD Ameritrade accounts as well as account values from annuities, cash value life insurance, and bank accounts.

 

SALESFORCE CRM

VCM has reached a deal with TD Ameritrade/Salesforce to allow our advisors to purchase this powerful CRM system at a discounted price. The TD Ameritrade “Veo” platform’s Salesforce solution can help you improve client service and gain efficiency in your practice. Powerful integrations, custom workflows, and an advisor-friendly interface can help you reduce sales cycles and better manage your business.

 

LASER APP

Laser App Anywhere is the mobile forms filling solution designed for the financial advisor. The system integrates seamlessly with web-based CRMs & account opening tools to prefill your investment, insurance, advisory, and broker-dealer forms.

 

 

 

 

 

ONPOINTE RISK ANALYZER

Simply asking clients how they feel about losses doesn’t provide accurate data. OnPointe uses a unique blend of risk capacity and risk tolerance preferences to determine a realistic and more comprehensive client risk profile. OnPointe’s robust risk-engine simplifies measuring and communicating both personal and portfolio investment risk. The software easily demonstrates how advisors can provide matched investment recommendations that are perfectly aligned with their client’s investment goals. OnPointe also has a variety of capabilities that include stress testing, a unique Monte Carlo simulator, and was built to include the proper use of FIAs in a financial plan. With OnPointe it’s easy to generate secure and compliant reports to present recommendations that highlight an advisor’s ability to develop personally aligned investment portfolios. The program is also unique in its ability to help advisors market on social media and has a first of its kind Quick Score lead gen app for advisors to use.

 

DOCUSIGN

DocuSign’s eSignature solution allows advisors’ clients the ability to electronically sign new account paperwork from their computers and mobile devices. This replaces the current manual process of filling out and mailing documents back and forth for completion and signatures.

 

All of these software packages are available and highly

recommend by VCM. For more information, simply click

or call to contact us.