Premier Wealth Management, Inc.™ knows how crucial technology is to our industry, and we are at the forefront in introducing these technologies. Premier Wealth Management, Inc.™ can assist you in selecting the technologies and tools that can support an efficient and effective virtual office.
Paperless Office Solutions
We are committed to using and providing technologies that streamline your job and make you a more effective advisor.
An example of this is CLIC (Cambridge Logistics and Information Center), an integrated, web-based interface to six complementary management modules. CLIC eliminates the need for client files and filing cabinets – allowing you to run a paperless office and have your “filing cabinets” at your fingertips anytime, anywhere.
ShareFile – Use your ShareFile account to easily and securely house and exchange files with anyone, anywhere online. Every rep in the branch is set up with a ShareFile account at no cost to the rep. It is mandatory that every rep use the ShareFile system in order to send and receive certain forms and files to our office as well as to help everyone be prepared for future audits regardless of whether the audits are conducted by FINRA, your state securities commission or the home office. Once you have been granted access to your ShareFile account, you will receive an email with a link to activate your user account.
As a part of Premier Wealth Management, Inc.™, you automatically receive the benefit of any software discount that Cambridge can negotiate through our technology partners. In addition, members of Premier Wealth Management, Inc.™ also receive special branch discounts that result in even lower prices through the following software and technology providers:
Act4Advisors is a fully customized ACT! database with custom layouts, reports, letter templates, labels, envelopes and more. Discounts are available based upon the numbers of users in a particular office, as well as whether it is a new purchase or an update.
CIRStatements collects, reconciles and consolidates many of your clients accounts in one place online. Access account information, manage assets and provide reports and performance data.
CIRConnect allows CIRStatements to interact with your desktop applications like contact relationship management (CRM), financial planning, and analysis applications
MoneyGuidePro is a client-centered financial planning and retirement planning software for fast and easy goal planning, insurance needs analysis, asset allocation and more. MoneyGuidePro is smart, easy-to-use and adaptable. You can now provide a profitable planning experience for every client. For college, retirement, estate and Social Security planning, asset allocation and insurance needs analysis, tech integration and account aggregation, your choice is simple: MoneyGuidePro.
Morningstar Advisor Workstation
Built for productivity, Morningstar® Advisor Workstation supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business.
Mozy is the ultimate “set and forget it” solution for backup. MozyPro lets you schedule backups to run daily, weekly, or monthly—it’s your choice. MozyPro now includes Mozy Sync along with mobile access. Need to access work away from the office? Save it to your Mozy Sync folder and it automatically syncs across all of your devices, so you can get the job done anywhere.
Riskalyze is a software program that enables advisors to better perform portfolio due diligence and determine a client’s appropriate risk. An interactive risk tolerance questionnaire enables advsors to more accurately assess the potential investment choices for a client. The program captures all questions and information and archives it to provide a historical prospective. In addition, the program can generate an investment policy statement for use with the client. The documentation that this software provides to advisors is an invaluable sales tool and also serves as a compliance resource. We encourage the use of this tool.