Technology Platforms for Wealth Management Advisors

Working with advanced platforms, tools and programs that help you build your business will benefit you and your clients, as they allow you to provide a more complete overall financial picture. We have a host of platforms, tools and resources for you and your clients to use as you work to help them accomplish their goals. The following is a comprehensive list of technology options you have available to serve your needs for your wealth management business.

Technology Platforms, Tools and Resources to Help Grow Your Business

    • MoneyGuidePro (MGP)
    • RBC Gateway
    • Investor Connect
    • Morningstar Advisor Workstation RBC CS
    • Portfolio View
    • Laser App Transition Tool
    • In-House Platforms and Resources

Providing The Technology to Succeed in Your Wealth Management Business

With the proper technology, we can make your job as a Wealth Management Advisor easier! Farm Bureau stands out from other wealth management companies because we provide our staff with the best support they need to succeed. To get started with a reputable wealth management company, contact Farm Bureau today!