Leverage Technology to Make Your Work
Easier and More Productive.
FINANCIAL PLANNING | INCOME PLANNING | RETIREMENT PLANNING | WEALTH MANAGEMENT
At Virtue Capital Management, we are one of the few RIAs that fully embrace technology
and are eager to use it to its' fullest potential. We use the latest and most cutting-edge software
available to make your work as an advisor easier and more productive than ever.
Cloud Based Service Portal
Our top priority is to provide unsurpassed customer service to our IARs. To help deliver this service, we have developed the VCM Support Portal. In addition to delivering hands-on client management, our support portal will help advisors streamline their office workflow.
The VCM Service Portal offers solutions to common problems advisors are faced with:
Case Design Pro
Blending the universe of investment options using Case Design Pro: A software and sales process developed to help advisors and prospective clients identify how much of their assets should be invested in safe money alternatives and how much should be invested in the market. You are able to receive unbiased case design advice working with VCM and using this software suite.
• “Road of Hope vs. Certainty Client Presentation” — Step by step presentation including third
party documents during client meetings.
• Allow advisors to create a powerful but simple income plan in deliverable format that prospects
• Overview deliverable that shows total estate value, areas where the prospect has done well,
areas of recommended improvement, as well as recommended action to take.
To learn more visit www.casedesignpro.com.
— WATCH CASEDESIGNPRO VIDEO —
X CLICK TO CLOSE
Accompanying Third Party Software
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.
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’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.
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 invest-ment 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.
ONPOINTE RISK ANALYZER
Simply asking clients how they feel about losses doesn’t provide accurate data. OnPointe uses a unique blend of risk capacity and risk tolerance preferences to determine a realistic and more comprehensive client risk profile. OnPointe’s robust risk-engine simplifies measuring and communicating both personal and portfolio investment risk. The software easily demonstrates how advisors can provide matched investment recommendations that are perfectly aligned with their client’s investment goals. OnPointe also has a variety of capabilities that include stress testing, a unique Monte Carlo simulator, and it was built to include the proper use of FIAs in a financial plan. With OnPointe it’s easy to generate secure and compliant reports to present recommendations that highlight an advisor’s ability to develop personally aligned investment portfolios. The program is also unique in its ability to help advisors market on social media, and it has a first of its kind Quick Score lead gen app for advisors to use.
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.
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. HiddenLevers helps advisors manage client expectations with portfolio stress testing.
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.
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.