Accompanying Third Party Software

ORION

When your clients log into the Orion client web portal, it will be customized and branded to your firm. Gain the ability to show your clients all of their accounts, all in one place, presented in a minimalistic design that is easy to navigate. Performance, account values, and more are shown in large, beautiful graphics to put the information you want your clients to see front and center. Custom reporting abilities mean you can create a report rich with graphs and charts, for your client .Show consolidated reports including TD Ameritrade accounts as well as account values from annuities, cash value life insurance, and bank accounts.

SALESFORCE CRM

VCM has reached a deal with TD Ameritrade/Salesforce to allow our advisors to purchase this powerful CRM system at a discounted price. The TD Ameritrade “Veo” platform’s Salesforce solution can help you improve client service and gain efficiency in your practice. Powerful integrations, custom workflows, and an advisor-friendly interface can help you reduce sales cycles and better manage your business.

DOCUSIGN

DocuSign’s eSignature solution allows clients the ability to electronically sign new account paperwork from their computers and mobile devices. This replaces the current manual process of filling out and mailing documents back and forth for completion and signatures.

MORNINGSTAR WORKSTATION

Expose a current portfolio’s hidden fees to the client. In many cases, a client may be charged a low annual fee, however, they may not be aware of internal expenses and trade fees within their portfolio and how they may affect their overall investment growth.

MORNINGSTAR VARIABLE ANNUITY ANALYZER

Provides comprehensive fee analysis of variable annuity, totaling the true annual cost of ownership for your specific client’s product. This includes base fee, riders and subaccounts.

QUIK

QUIK is the mobile forms filling solution designed for the financial advisor. The system integrates seamlessly with web-based CRMs & account opening tools to prefill your investment, insurance, advisory, and broker-dealer forms.

HIDDEN LEVERS

HiddenLevers is the premier portfolio stress testing platform for financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in context of several macro-economic outcomes. The stress testing toolkit also includes macro themes for those interested in using scenarios and economic trends to effect tactical asset allocation. Advisors are able to use HiddenLevers for portfolio management needs like risk monitoring and stress testing, as well as fiduciary needs like client-friendly explanation and presentation of risk.

ORION PLANNING

Known for its sleek interface and impressively intuitive user experience, Orion Planning enables advisors, financial institutions, and even employers to engage investors in many different ways, depending on their service model — from highly collaborative to fully investor-led. This versatility is powerful, when coupled with a best-in-class client portal that provides investors with a range of dynamic personal financial management capabilities powered by a comprehensive financial planning engine. And with the ability to seamlessly support both goal- and cash-flow-based methodologies, Orion Planning has made the traditionally complex planning experience simple.

ANNUITY RATE WATCH

Annuity Rate Watch is an online software that allows us to plug in the information unique to any given client’s particular situation including age, state, distribution goals, timetable, and more in order to filter through the universe of annuity products and riders available to Virtue. ARW will systematically list each product and

carrier that fits the request in sequential order based on the client’s stated goals. This tool helps advisors provide best possible products and helps clients by offering multiple options to choose from while revealing the subtle differences that any given product may have on their overall retirement plan.

For more information on these programs and other offerings at

Virtue Capital Management, give us a call or email us.

FOR FINANCIAL PROFESSIONAL USE ONLY – NOT INTENDED FOR CONSUMERS.

Virtue Capital Management, LLC, an SEC registered investment advisor. Virtue Capital Management only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.  SEC registration is not an endorsement of the firm by the Commission and does not mean that the advisor has attained a specific level of skill or ability. For more information, please read our Disclosures and Privacy Policy.

All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

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