Having the right systems and technology solutions is essential
to efficiently operating a successful and profitable financial services
practice.J.W. Cole is fully committed
to providing Investment Professionals with the technology resources that not
only get the job done, but allow them to continually earn the respect and trust
of their customers and differentiate them from their competition.
Through our Technology Suite you will have access to:
Single
Sign-On to critical planning and operations technologies through JWConnect™
Robust Client Management
Solutions for single and multi-user offices
On-line access to Commissions
with easy analysis tools
Wealth
Reporting, Research & Planning resources that allow you to remain focused on your customers' financial future
Pre-Approved
Marketing Materials along with Web &
Graphic Design allow for you to build the unique brand that will set you
apart with your customers and community
Create an internet-based Paperless
Office that allows you to quickly gather important documents from anywhere
in the world
Share information or receive advice via the state-of-the-art Rep Forum Message Board designed to
foster productive interactions between our knowledgeable partners
No
Technology Fee
Many broker/dealers make the mistake of having a
"one-size-fits-all" approach to providing technology resources and
will then mandate their use regardless of individual needs. This often
comes with a monthly "Access" or "Technology" fee. J.W.
Cole recognizes that each financial services practice is unique and will work
with you to customize a technology package with the tools and pricing that will
be the most effective to grow your business. At J.W. Cole, you will not
find fees for resources you do not need or will not use.
