Practice Management Solutions
Based on feedback from our Registered Representatives, we have selected high caliber and interactive programs that will help to augment your knowledge of the industry. Please take a moment to look through the following program descriptions and please contact the Practice Enhancement Team at (305) 557-3000 to find out more information.
Please note, the Investacorp Compliance Department has neither reviewed, approved nor endorsed any of the following products or services. Any products that generate written reports for materials to be delivered to or shown to a client need to be submitted first to the Compliance Department for prior written approval, as stated in the Investacorp Supervisory Procedures Manual.
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Advisors AssistantAdvisors 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.
Click on the pdf to find out more about Investacorp's discount available to advisors. |
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Albridge Wealth ReportingAlbridge provides access to portfolio performances business analytics and a variety of client performance reports on demand.
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BlueVault Partners, LLCBlue Vault Partners, in cooperation with Investacorp, has extended to Investacorp Advisors a discounted annual rate on their quarterly nontraded REIT review of $225. Make sure to use the Investacorp promotional code, “INVP” when ordering to receive the discount. |
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Brooks BrothersSince 1818, Brooks Brothers has set the standard for modern American style. Throughout the years, Brooks Brothers has become a national icon revered for the quality and classic elegance of its services and merchandise for men, women and boys.
Your Brooks Brothers Corporate Membership benefit is valid at Brooks Brothers U.S. branded stores nationwide, by phone or online at BrooksBrothers.com. Savings cannot be combined with any other offer, discount or promotion or for purchases of the Gift Card. For a store location near you, please visitBrooksBrothers.com or call 1-800-274-1815. |
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Dell
It's here. The new Dell Employee Purchase Program (EPP) makes it even easier to shop and save on Dell computers and equipment. Exclusive discounts help you get compelling deals you won't find anywhere else. Our new perks are better than ever. New EPP Features:
Questions? Speak to one of our dedicated EPP sales experts at 1-800-695-8133 SHOP YOUR EXCLUSIVE STORE NOW ALL ORDERS ARE SUBJECT TO APPROVAL AND ACCEPTANCE BY DELL. Offers subject to change, not combinable with all other offers. Taxes, shipping, handling and other fees apply. Valid for U.S. Dell Employee Purchase Program new purchases only. Dell reserves the right to cancel orders arising from pricing or other errors. * Employee Purchase Program Value Information: Employee discounts taken on top of most generally advertised Dell Home and Home Office prices and promotions (Home Office special offers and coupons may be excluded). ** Call-In Price Guarantee: Based on current confi gurations and promotions at www.dell.com/home. Discounting does not extend to retail store or any third-party pricing, Dell.com refurbished sales, or any offers or promotions outside the www.dell.com/home Website. Discount applied only to current dell.com/home offers for identical configurations. Microsoft and Windows Vista are registered trademarks or trademarks of Microsoft Corporation. |
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EmeraldEmerald Connect affers advisors products to demonstrate their expertise, cultivate trust and motivate people to do business. 3 tiers of support:
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eMoney 360ProSpecial Pricing for eMoney 360Pro Representatives of Investacorp can now subscribe to eMoney 360Pro at a significantly reduced rate. For only $4800 a year or $432 a month, Investacorp Reps can gain access to the wealth management tool recognized as a leading financial planning software product in the independent report The Forrester Wave���: Financial Planning Software, Q3 2007, published by Forrester Research, Inc. eMoney 360Pro provides Financial Professionals with a full suite of financial planning and wealth management tools to meet the diverse needs of their clients including an Advanced Planning Center, Needs Analysis, and the Retirement Income Tool. Financial Professionals also benefit from an aggregated, comprehensive view of their clients financial portfolios, as well as, a secure online storage Vault, a Personal Client Financial Home Page, and eMoney Mobile giving Reps and their clients access to important financial data via their Blackberry, iPhone or other PDA device. eMoney 360Pro's flexible design also allows Financial Professionals to integrate their data with other leading advisory tools such as Redtail CRM, Microsoft Outlook and Microsoft Excel. Visit emoneyadvisor.com to register for a free 14 day trial or call 888-362-4612 to find out more. |
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ForefieldForefield is the leading provider of premier financial planning knowledge and client interaction solutions that enable financial institutions and their advisors to better serve customers. Forefield's web-based applications facilitate the communication of financial planning knowledge and advice that is current, consistent, compliant, and customized. Forefield offers numerous complementary products that enable financial institutions to build and enhance trusted relationships, increase revenues, and improve operational efficiency. |
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Jos. A. Bank ClothiersJoS. A. Bank Clothiers specializes in Professional, Corporate Casual and Casual men���s clothing. Whether it's a traditional corporate suit and tie, or a more relaxed business-casual look, JoS. A. Bank has the style and quality to make you feel comfortable and look appropriate. Employees of Investacorp Inc may apply for the JoS. A. Bank Corporate Card and receive a 20% discount on all regularly priced merchandise. Sale items are excluded from the discount, however as a member, you are always guaranteed the best price we have. The discount is valid for in-store, catalog and Internet orders. You must obtain a discount card before the discount can be applied to on-line purchases. To receive your FREE Corporate Card, simply visit the JoS. A. Bank store nearest you, show proof of employment with Investacorp Inc (or mention the Corporate Affiliate number 295960) and request the Corporate Card or call their toll-free catalog number at 800/285-2265, or email a request to This e-mail address is being protected from spambots. You need JavaScript enabled to view it. . To request a catalog or for the store nearest you, please call JoS. A. Bank Clothiers at 800/285-2265. |
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Laser AppWhat is Laser App? Laser App Software is the financial industry standard in form filling software. Laser App combines state of the art form filling technology with a current library of industry related forms. These forms are programmed with business logic and maintained by Laser App, so reps can focus on selling, rather than completing paperwork. |
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National Financial & Morningstar Advisor WorkstationNational Financial’s Morningstar Advisor Workstation offering is integrated with Streetscape and provides users with the ability to import accounts & create reports + proposals using real-time customer positions + balances.
Users have access to Morningstar’s full universe of Mutual Funds, Stocks, 529 Plans, ETFs, VA/VUL sub accounts and CE Funds. Separate Account Data is also available.
Users have access to all of the following Reports, Graphs, and Planning Tools:
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OverlapOverlap® can help you make money. Advisors call it a "must have" resource that can be used as a strong sales tool. The ability to analyze the overlap in funds adds value to your services - and can truly help your clients. This resource gives your fund recommendations added weight. Plus, it gives you an additional reason to continue contacting your client.
To receive your 20% discount call 1-800-Overlap (1-800-683-7527) and ask for the Investacorp pricing plan. |
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ProfilesIf you are looking for a combination goal and cash flow analysis software Then Profiles Forecaster or Professional may have the right tools for you. Profiles Forecaster / Modular needs analysis Profiles Professional / Detailed financial advice To purchase or learn more about Profiles Forecaster and Professional call (888) 692-3474 (option 2) or click on the more information link on the left.. |
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QUODD Financial InformationProfessional Streaming Quote Service (low-cost real-time quote system) Investacorp, Inc. has reached an agreement with QUODD Financial Information to offer our Independent Representatives the QUODD Equity+service. It's an opportunity to replace your current Market Data vendor with a superior product at a fraction of the cost. If you don't use a live-quote service because of the high price, the cost and full features of Equity+ give you the perfect opportunity to start. Included in the Investacorp Inc., pricing* are all the features listed below:
*Excluding Exchange Fees A package from other market data vendors with a similar offering can cost an additional 30 to 70% more a month! Additionally, QUODD is entirely internet-based, reducing your maintenance overhead. There's no hardware or software to install, and it can be accessed from office or home. For anyone familiar with using the Internet,Equity+ is easy to learn and simple to use. If you're interested in viewing a live, Webex Demo of the QUODD Equity+service, or would like a 7-day Free Trial of the product with no cost or obligation, please call QUODD Support toll-free anytime at 866-537-5518. |
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Red Zone MarketingRed Zone Marketing is a marketing consulting firm that works with some of the nation���s top financial advisors, broker dealers, insurance and fund companies to help them build their business and systematize their operations. We assist advisors by building implementable Marketing Plans as well as conducting Systems, Service and Marketing Consulting. We also conduct Advisor Marketing and Sales Training and offer books and other marketing tools. For more information on Red Zone Marketing, please visit our website at www.redzonemarketing.com. Investacorp advisors will receive a 20% discount on all books and tools. Just enter offer code REDZONE808 at checkout to receive your discount. |
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Securities Training CorpDiscount: 15% discount off all educational courses Contact: (800) 782-1223 If your advisors call or email, simply have them identify that they are with Investacorp. |
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SendOutCards.comSendOutCards.com Overview SendOutCards offers a simple and professional way for Investacorp Representatives to follow-up with their customers, vendors and associates. A customer that feels appreciated will continue to do business with you. They will also refer others to you. Use Sendoutcards to improve client communications. With send out cards you can automate your client birthday list by setting up a contact manager within Sendoutcards and then creating a campaign which will automatically send out your client’s birthday cards including your personal message and picture (optional) and printing the card in your own handwriting with your signature. In addition, you can use Sendoutcards to send clients thank you notes for business completed with you and for their referrals. In fact, you can even send a small gift to your clients through Sendoutcards. Do you want to send your clients a newsletter, an appointment reminder, a holiday card or promotional postcard campaign, Sendoutcards can do all that for you in just a few key strokes on your computer. For further information, please go to www.Sendoutcards.com/BCSLLC and open a gift account and watch the tutorial or sign up online to become a user of Sendoutcards. For a limited time, any Investacorp Representative that opens up a wholesale or entrepreneur package through www.Sendoutcards.com/BCSLLC will receive a 10% discount on the package in the form of additional greeting card points. For further information call 1-888-4BCSLLC (1-888-422-7552).
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Smarsh Financial Visions WebsitesGive your business a professional on-line presence quickly, easily and affordably with a Smarsh Financial Visions website. Attractive, high-content websites feature an expanded selection of FINRA-reviewed content and relevant functionality for the independent rep that will help you generate leads, maximize referrals, and keep your clients informed and happy. Smarsh, a financial technology leader, offers discounts on Financial Visions websites to Investacorp registered representatives. For more information please visitwww.financialvisions.com or call us at 503-946-5981. When signing up, please enter promo codeinvestacorp550 for discounted pricing. Smarsh Financial Visions service features include:
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Thomson FinancialThomson InvestmentView provides a complete point-of-sale solution for financial advisors and product providers. While trends in investing may change, the need to locate, recommend, and support investment options for your clients remains fundamental. Thomson InvestmentView lets you convey complex financial recommendations in a way your retail clients can understand and appreciate.
Thomson InvestmentView provides the fundamental tools needed to make and support recommendations on open end, closed end and exchange traded funds, indexes, variable annuity, and variable life contracts with integrated Lipper Leader Ratings and Lipper Awards.
To receive your discount call (800) 782-5555 and ask for the Investacorp pricing plan. |
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Web Replay 2.0Web Replay 2.0 Overview Nowadays we spend most of our time working on web sites, reading emails, blogs, checking on our financial data or managing customers and sales leads on web applications. We enter countless passwords and are doing repetitive activities that take from our time. From a security perspective every time we type a password or a credit card number on a web site our identity is at stake. Web replay is an ALL IN ONE solution that protects your identity, manages your passwords and saves your time spent on repetitive typing and clicking on the web. |