Investment, Mortgage, and Insurance Specialists

Strategic Partners

Compliance Solutions

RegEd

RegEd is the leading provider of complete, online compliance solutions for financial professionals.

Email Service Provider

Smarsh

Since 2001, Smarsh has focused primarily on providing financial applications as well as completely managed and custom email hosting and messaging compliance solutions.

Approved Web Site Vendors

The following are the approved Web site vendors that our representatives must use when designing a securities-related Web site.

AdvisorSquare

Tel. 800-251-3863

Financial Visions

Tel. 866-762-7741

Emerald Publications

Tel. 800-233-2834

Promoted Software

Advisors Assistant

Advisors Assistant is a contact management, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents, and financial planners track clients, prospects, and financial products.

LaserApp

Laser App uses your Broker Dealer, Rep, and Client data pulled directly from your contact management system and/or database and automatically fills out securities, annuity, and other various financial forms quickly and efficiently.

Profiles

The Standard for Planning and Advice Solutions. Delivering industry leading software and services that enable financial advisors to deliver the best advice to their clients

Asset Management

Absolute Capital

Aris Wealth Services

Beacon Capital Management

BTS Asset Management

Curian Capital

First Mercantile

Flexible Plan Investments

GE Asset Management

Genworth Financial Asset Management

Haverford Financial Services

ICON Advisers

ITS Asset Management

LBS Capital Management

Matrix Asset Allocation

PageOne Financial

Potomac Fund Management

PTS Asset Management

RTE Asset Management

TOEWS Corp.

USA Wealth Management

Approved Insurance Marketing Organizations

American Brokerage Services

Benchmark Insurance Group

Creative Marketing

Executive Brokerage Services

GamePlan Financial Marketing

Kestler Financial

Medallion Financial Distributors

MVP Service Solutions

Personalized Brokerage Services

Producer's Choice
Note: The following information will be required
to access the Producer's Choice Web site:

User Name: FFSAGENT
Password: 000000#

Roster Financial

Online Account Management

AdvisorCentral

DST Vision

Investigo - Wealth Management Platform

Brokerage Account Assistance

Ridgeway & Conger