Why Join JW Cole Products and Services Investment Advisory Technology/J.W.Cole Online Licensing Process

 

Research & Asset allocation
 
Every Investment Professional has a unique set of research requirements they utilize to successfully serve their clients needs.  These requirements range from broad-based planning and portfolio optimization tools to detailed equity analysis reports.  Rest assured that J.W. Cole will provide an intelligent, trusted, and unbiased suite of research offerings and capabilities.  Our Research Management team will help you define and effectively use the tools that will allow for maximization of client services so that you remain indispensible trusted advisor.
 
Financial Planning
  • E-Money Advisor
  • Naviplan
  • MoneyGuide Pro
  • Morningstar
  • SunGard
Equity Research
  • Argus
  • Reuters
  • Standard & Poor’s
  • Thompson
  • Value-Line

Mutual Fund Research

  • Morningstar
  • Standard & Poor’s
Variable Annuity Research
  • Variable Annuity Sales Desk
  • Variable Annuity Comparison Charts & Analysis
Life Insurance Research
  • Comprehensive Quote Engines for all Lines
  • Carrier & Product Analysis