The Tools We Use
At IJL Financial Advisors, LLC, we pride ourselves on providing Our Advisors with the technology they need to maximize their productivity. In addition to the services offered by our clearinghouses, we provide the following:
- Paperless office solutions
- Pre-populated forms for easy account opening and transfers
- Consolidated reporting
- Desktop workstation provided by our clearing firms (NetX360™, eCustody™, Penson Online).
- Contact management systems (Redtail, SalesForce®, Goldmine®, ACT®)
- A variety of financial planning software (NaviPlan, eMoney, Thomson®, Black Diamond™, MoneyGuide Pro™)
- Independent research for stocks, mutual funds, and third-party money managers (Argus®, Market Edge®, Morningstar®, Standard & Poor’s® (S&P®), Thomson Reuters®, Broker’s Ally™, Credit Suisse®, BNY Jaywalk®, Dow Jones News®, Interactive Data Corporation, The Rankings Service™)
- Credit / Identity Service (Equifax®)
- Managed Money / Fee Based Platform (Envestnet®)
- Guidance, review, and support for Variable Annuities (FAccess)
- Online account access with eDelivery of statements, confirmations and other account-related matter