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