Prospective Advisors

Resources

Complete financial solutions require a complete set of tools.

We firmly believe Financial Planning forms the bedrock of a needs based client analysis. In keeping with our open-architecture solution and knowing many advisors have a strong preference for the software they use, we provide a software allowance for the program you determine will work best for your practice.

National Financial Services, a Fidelity Investments company, offers integrated brokerage solutions to nearly 337 clients ranging from retail broker/dealers to institutional investment firms. They incorporate innovative technology, products and programs, supported by dedicated client service professionals and trusted industry alliances. This holistic, solutions-oriented approach is designed to help US Fiduciary attain a competitive advantage by driving growth, creating efficiency and managing risk. The firm also maintains lending and cash management options for your clients. You will also be provided with Streetscape as your advisor workstation. The IWS platform at Fidelity can be can also be accessed through US Fiduciary.

M-Pact delivers investment research and proposal generation tools to your desktop. This tool enhances productivity with your investment advisory workflow solution and offers intuitive navigation, production shortcuts, reliable Web access and stored work for each of your clients. The proposals include 3, 5, & 7-year performance returns as well as current versus proposed asset allocations.

PSN Enterprise database is the largest manager database in the industry with data on over 2,000 investment management firms and 10,000 products. The database offers many data fields including quantitative and qualitative information for each manager’s portfolio.

Dorsey Wright provides the largest charting system in the world with Point & Figure charts on over 8,000 stocks, 16,000 mutual funds, 8,000 international equities, all ETF's and commodities. At the firm’s heart is a team of analysts with an average of over 20 years of experience to cover these areas. Research includes daily reports, monitored portfolios, and weekly videos of analysts’ roundtable discussions and podcasts.

Morningstar Annuity Research Center - MARC (previously VARDS) has been the leading sales tracking and product information source for variable annuities data, providing detailed analytics about subaccounts existing in variable annuities. MARC has earned the reputation in the variable insurance industry as the professional's unparalleled source for comprehensive, reliable industry information.

Performance Reporting retrieves and reconciles your investment accounting data and provides an Internet-based application to analyze performance for each of your clients. Many features are customizable to meet your specific performance reporting needs, including on-the-fly performance reports.

Money Tree makes financial planning software and retirement planning software that is easy to use and comprehensive in scope. Planners have relied on this application for over two decades to provide clients with a total financial plan; including lifetime income planning for retires. While USF supports the use of Money Tree, an advisor may choose to use his or her technology allowance to acquire the application that is best suited for their business.

Morningstar Advisor Workstation provides mutual fund research & analytics, as well as hypothetical portfolios.

Diversified Brokerage Services (DBS) is a general agent that provides brokers, agents, and financial planners with the highest level of service and one of the most comprehensive selection of Life, Annuity, Disability Income and Long Term Care products available.