Supporting Your Business
Business Resource Tools
Flexibility continues to be a central theme at Harbour, and our technology options are no exception. We have a number of technology platforms available for your use at a discounted cost. Our Representatives are not required to subscribe and can use their own technology resources if they desire.
Our technology support and options include:
WealthServ
Harbour is a strategic partner with BlueSun and its product, WealthServ Investments. WealthServ Investments is web-based, connecting the home office with our representatives and their clients.
WealthServ Investments offers a complete platform that includes:
Contact Management – all client
NAF data is stored in WealthServ.
Consolidated Reporting – client
investment holding & performance reports are
available
Document Management – approved
paperwork is electronically filed for each client.
Representatives can also add
documents to a client file.
Commission Accounting –
commission entry and reporting
Compliance – transaction review
and tracking of rep licenses.
WealthServ Investments currently interfaces with LaserApp and Morningstar Principia Pro. Packages start at $29 per month.
To view a brief demonstration of this system, watch the short video below:
Software Solutions:
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LaserApp
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NetX360
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Redtail
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Financial Profiles
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Morningstar Principia Pro
Technology Support
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LiveOffice
-
LogMeInRescue
Marketing Tools
Our marketing support is based on two guiding principles: (1) Provide higher payout levels to our representatives so they can invest in their business and (2) Utilize our industry contacts, home office expertise and buying power to provide marketing solutions that provide the greatest impact per dollar spent.
Harbour’s marketing department has access to the following tools:
| Emerald Publications | Personal coaching |
| Financial Directions | Introductory brochure that helps you tell Harbour's story to clients and prospects |
| Virtual Sales Assistant (VSA) | |
| MarketingLibrary.net |
Ongoing sales and marketing ideas through our Insight Light publications |
| Financial Vision |
