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WRP is proud of our technology offerings, and we will continue to better equip both our back-office and our associates with useful tools. Due to the constant evolving of technology within our business, we have realized the importance of securing technology partners and tools outside of WRP. This philosophy provides our associates with choice, and the ability to access the most cutting-edge resources for their business. All of our technology offerings are non-proprietary and are outlined in detail within the "Technology" section below. Further information on, and the applications of our technology, are described within the Business Development section of this site. Within this section, you will find a description and screen prints for many of our technology offerings:
eWRP was developed for our advisors to have online access to our back office and library of resources. From forms to technology, product information to compliance memos, it's all here at eWRP. To view eWRP.com please vist: www.ewrp.com
[ back to top ] WRP has partnered with moneyguidepro, an on-line interactive and comprehensive financial planning tool for our representatives. This is a service that allows the client to be involved with the financial planning process each step of the way. And provides our reps with a web based efficient solution to the financial planning process. To view MoneyGuidePro please vist: www.moneyguidepro.com [ back to top ] WRP has partnered with what we feel may be the best on-line consolidated statement program available in the industry. In addition to comprehensive statements that outline ALL client accounts and transaction detail, client management functions may also become available. Representatives can prepare several statement types and either mail or e-mail their clients automatically or manually at any time. To view StatementOne please vist: www.statementone.com StatementOne Features:
[ back to top ] 401konnect is an on-line resource that now allows our representatives to compete with confidence and firing power in the 401K market. 401Konnect helps streamline research, comparisons and proposals directly with dozens of the most competitive providers available in the 401K industry today. To view 401Konnect.com please vist: www.401konnect.com
[ back to top ] 5. Streetscape Through our relationship with National Financial Services, Streetscape provides web-based access to account information, on-line trading, quotes, research, and much more to our associates. Basic Streetscape access that includes the above mentioned is provided at no cost to our representatives.
[ back to top ] MYStreetscape is a client brokerage access system through which representatives can provide on-line account, market and research information to their clients.
[ back to top ] Ops Plus by Techmate, currently utilized by dozens of broker dealers nationally, is a back office system with several advisor functions. One function in particular is through its Web Ops connection. Through Web Ops, WRP advisors will be able to access and sort commission data both paid and pending. In addition, through Web Ops, advisors can if they choose to, complete applications and WRP compliance forms on-line. Upon completion, client data and the completed forms are stored on WRP servers for instant review, storage and future retrieval. With Ops Plus and Web Ops, it will enable the WRP advisor to move closer to a paperless environment and a virtual office. [ back to top ] More detailed information regarding our firm is outlined further within this site. For any additional information, you can contact us at the number below. All inquiries are held in the strictest confidence. Member: |
