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					Partners




Scottrade Advisor Services is dedicated to providing outstanding customer service to Advisors
and their clients.




Scottrade was ranked by J.D. Power and Associates as "Highest in Investor Satisfaction with
Self-Directed services" in October 2008. This was the second year in a row Scottrade received
an award for investor satisfaction.




Website: https://advisor.scottrade.com




 




 




Money Guide Pro ™ (MGP)  is a financial planning software tool created by PIEtech a leader in
financial planning “Smartware”  The purpose of MGP is to help advisors create plans that make
it clear and easy to explain choices to clients. Clients make better financial decisions when
those decisions are made within the context of a well-crafted financial plan. This software
incorporates goal setting and  3 types of plan success analysis including: average returns, bad
timing, and Monte Carlo simulation to give high degree of confidence to the recommendations.




 




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Partners




  orningstar Advisor Workstation software is used for investment research. Morningstar is a
leader in providing investment data to financial professionals.
M




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