| Laserfiche | Laserfiche® solutions help numerous registered representatives, investment advisors and financial planners to better manage their documents, records and workflow. By digitizing paper archives, Laserfiche enables you to find what you need in seconds, quickly prepare for audits and deliver better client service. Secure Web access makes it simple to share information with remote offices, business partners and clients, while comprehensive security measures ensure compliance with government- and industry-mandated standards. Engineered for rapid deployment, Laserfiche integrates easily with the CRM and portfolio management applications you use every day.
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| Polycomp Administrative Service | Polycomp is a leader in providing personal service and focused guidance for Retirement Plans, Cafeteria Plans, Self-directed IRAs and Association Trusts. With over 30 years experience working with employee benefit plans, we have come to know exactly what is needed for an effective, properly designed, glitch-free program. We have the expertise to provide a range of professional retirement plan services for companies of various sizes and in many different industries. Whether a company is just starting a benefit plan or needs to improve an existing one, we can provide expert benefit plan administration and consulting services. We do not sell any investment products and recognize the need to have a Financial Planner be the person to recommend the appropriate investment products and strategies.
Polycomp will provide a free analysis of your current plan or propose the best plan design to establish a new retirement plan. Please do not hesitate to give us a call.
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| Charles Schwab | About Schwab Advisor Services
Since 1987, Schwab has supported independent investment advisors by offering support and services to help advisors grow their businesses and help their clients reach their financial goals. As of June 30, 2009, client assets custodied with Schwab Advisor Services stood at $505 billion. These assets, managed by over 6,000 independent advisor firms Schwab currently serves, represent approximately one-third of total client assets custodied with The Charles Schwab Corporation. Schwab Advisor Services (formerly Schwab Institutional) is a business segment of The Charles Schwab Corporation and is a leading provider of custodial, operational and trading support for independent investment advisors.
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| TD Ameritrade Institutional | TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to nearly 5,000 fee-based, independent Registered Investment Advisors and their clients. TD AMERITRADE Institutional is dedicated to helping every advisor grow their business by running it more efficiently. As your business changes, growing in size and complexity, our services will change and grow with you, meeting your needs every step of the way. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows advisors to grow their business by running it more efficiently. We offer extensive, personalized client service above and beyond what you might expect. TD AMERITRADE Institutional is your collaborative partner and advocate to help you achieve your vision. Visit us at www.tdainstitutional.com or call us at 800-934-6124.
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