Technology & Resources

Nationwide Planning Associates offers the best-of-breed market data, research, and wealth management content providers to help advisors streamline their daily workflow and improve efficiency. A dedicated and experienced product management team is continuously evaluating new partnerships and researching industry trends, ensuring that you always have access to the absolute best tools to service your clients' needs.

Platform & Client Management Technology: Platform & Client Management Technology

NETX360 provides advisors with the tools needed to serve clients in a convenient, timely and cost-effective manner.
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Laser App Software is the financial industry standard in form filling software.
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Albridge Solutions offers on-line Consolidated Statements and Performance Reporting.
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DST Vision is your portal for detailed client information used for hundreds of mutual funds, variable annuities, and REIT programs.
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Redtail CRM tracks all client information in an easy-to-use Internet-based database with offsite back-up and disaster recovery nightly.
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Our internal website provides advisors with all the information and access of tools to run a successful wealth management business.
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Financial Planning & Investment Tools: Financial Planning & Investment Tools

MoneyGuide Pro is a collaborative internet-based financial planning software program.
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NaviPlan is a powerful, yet flexible program delivering a full range of financial planning features.
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Morningstar Advisor Workstation streamlines investment research, creates tailored investment plans.
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InvestmentView provides advisors with the framework to help clients make informed investment decisions.
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Market Research Tools: Market Research Tools

Market Edge Full Service offers quantitative or "technical" analysis that measures market risk.
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Jaywalk Consensus Metrics has a global network of over 150 Independent Research Providers.
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Argus Research provides independent equity research on over 700 domestic companies.
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Standard & Poor's Stock Reports provides facts, figures and projections for thousands of companies.
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Credit Suisse Research covers 98% of the S&P 500.
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Marketing Solutions: Marketing Solutions

MarketingLibrary.net hosts over 1,500 pre-approved marketing messages.
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Advisor Products Advisor Products Inc is a client communications and marketing company.
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Forefield Advisor is a web-based sales, research and client communication resource.
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Platform & Client Management Technology

NETX360

Available through Pershing LLC, NETX360 provides advisors with the tools needed to serve clients in a convenient, timely and cost-effective manner. It provides research, financial planning tools, financial and headline news, market data, and trading information all from one platform. This tool is essential in helping manage client accounts.

Platform & Client Management Technology

Albridge Solutions

Albridge Solutions offers on-line Consolidated Statements and Performance Reporting. With a single sign-on, advisors can prepare consolidated statements for both direct-held, brokerage and fee business. It allows advisors to segment their clients, group assets together for a household view, create custom groups for reporting and much more. This technology can also integrate with financial planning software (Moneyguide Pro), CRM (Redtail) and form filling software (Laser App).

Platform & Client Management Technology

Redtail CRM

Redtail CRM tracks all client information in an easy-to-use Internet-based database with offsite back-up and disaster recovery nightly. Redtail features online calendaring & task management, notes & history, as well as advanced quicklists and searches to create mailings and marketing campaigns in minutes. This technology also integrates with client account aggregation software (Albridge Solutions), and form filling software (Laser App).

Platform & Client Management Technology

Laser App Software

Laser App Software is the financial industry standard in form filling software. It combines state-of-the-art form filling technology with a current library of industry-related forms. This allows advisors to spend less time filling out forms and more time in front of clients. This technology integrates with CRM (Redtail), and client account aggregation software (Albridge Solutions).

Platform & Client Management Technology

DST Vision

DST Vision is your portal for detailed client information used for hundreds of mutual funds, variable annuities, and REIT programs.

Platform & Client Management Technology

Internal Website

Our password-protected, easy to navigate Internal Website provides advisors with all the information and access of tools to run a successful wealth management business. This website features operation and compliance information, forms for submitting business, practice management tools, product lists, access to vendors and much, much more.

Financial Planning & Investment Tools

MoneyGuide Pro

MoneyGuide Pro is a collaborative internet-based financial planning software program, with a client centered approach that will help advisors implement and maintain a planning strategy that best meets their clients' financial goals. This software integrates with CRM (Redtail).

Financial Planning/Investment Tools

Morningstar Advisor Workstation

Morningstar Advisor Workstation streamlines investment research, creates tailored investment plans, constructs and analyzes portfolios, and improves client presentations in this web-based power application. Morningstar Advisor Workstation integrates with client account aggregation software (Albridge Solutions).

Financial Planning/Investment Tools

NaviPlan

NaviPlan is a powerful, yet flexible program delivering a full range of financial planning features plus client engagement tools, such as assessments and calculators. These tools quickly help advisors address clients' questions and deliver tailored recommendations.

Financial Planning/Investment Tools

InvestmentView

InvestmentView is a sales support system which provides advisors with the framework to help clients make informed investment decisions. This software provides extensive detail on mutual funds and variable annuities. Advisors can create hypothetical illustrations, sort and filter 200+ data points and create college and retirement presentations.

Market Research Tools

Jaywalk Consensus Metrics

Jaywalk Consensus Metrics, The Bank of New York's independent equity research consultancy, has a global network of over 150 Independent Research Providers. NetX360 will offer the BNY Jaywalk Consensus recommendations, which are the average of all the recommendations provided by the network. The universe is approximately 4,900 securities.

Market Research Tools

Standard & Poor's Stock Reports

Standard & Poor's Stock Reports provides you with access to in-depth facts, figures and projections for thousands of companies. Also included are key statistics to give you a definitive picture of a stock's overall value plus Wall Street consensus opinion, industry analysis and news.

Market Research Tools

Market Edge Full Service

Market Edge Full Service offers quantitative or "technical" analysis that measures market risk…how investors and traders are actually trading. The core of Market Edge research, Second Opinions are Buy-Hold Sell opinions on nearly 5,000 stocks representing over 90% of the daily volume on the NYSE, AMEX and NASDAQ markets.

Market Research Tools

Argus ResearchBNY

Argus ResearchBNY provides independent equity research on over 700 domestic companies. Six point stock analysis system incorporating Industry Analysis, Growth Analysis, Financial Strength Analysis, Management Assessment, Risk Analysis, and Valuation Analysis

Market Research Tools

Credit Suisse Research

Credit Suisse Research covers 98% of the S&P 500. Each equity research report is indexed by Title, Time of posting, Analyst, Securities covered, and Number of Page

Marketing Solutions

MarketingLibrary.net

MarketingLibrary.net hosts over 1,500 pre-approved marketing messages including ghost-written articles, economic updates, client event invitations, referral letters, client appreciation letters, birthday cards and prospecting messages and campaigns. You'll also have pre-approved seminar information right at your fingertips.

Marketing Solutions

Advisor Products Inc

Advisor Products Inc is a client communications and marketing company that provides independent financial advisors up-to-the date financial news, real-time market data, and other related content for websites and portals. Their Advisor Vault component posts and consolidates important client documents securely on our website.

Marketing Solutions

Forefield Advisor

Forefield Advisor is a web-based sales, research and client communication resource allowing advisors to purchase FINRA approved newsletters, presentations and seminars. Forfield continually updates their information to reflect current industry trends and legislation.

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