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Technology Platform

At Vantage Financial Group, advisors have access to a variety of business productivity platforms. Our advisors have access to client data and account information, market intelligence, customized reporting, a paperless office, and more. Our technology resources include:

  • Client Relationship Management (CRM) – Redtail CRM, industry leading web-based CRM, convenient access to client information – anywhere, anytime
  • Financial Planning – MoneyGuidePro, industry leading, easy to use asset allocation and financial planning tool
  • Portfolio Management/Performance Reporting - Albridge™ Solutions and NetExchangePro™.
  • Document Management – Docupace, complete paperless imaging solution with electronic storage and retrieval of your client paperwork
  • Investment Research – Access to online investment research directly from your workstation

Securities and advisory services are offered by Registered Representatives through Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services also offered through Vantage Financial Group, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.  

 

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