Harbour is proud to offer the following software applications as part of our standard Communication & Information Subscription (CIS) package, designed to streamline your operations and enhance your practice:
- Atlas – Our back office technology.
- DocuSign – Unlimited use of Harbour’s DocuSign to conduct your business.
- Emails & Email Monitoring – We can provide you with a business email address or allow you to use your own vanity email address. Harbour will monitor both options through Smarsh to ensure compliance.
- Customer Investment Profile Return – When adding/updating key client information, Harbour will save your office time by returning client information confirms directly to customers on your behalf.
- Monitoring of Advisor’s Personal Accounts – Harbour uses ComplySci.
- Marketing Approvals – We strive for 24-hour turnaround for all marketing approvals through Atlas.
- Quest Continuing Education – We use Quest for continuing education, outside business activity, gift logs and annual attestations.
- IT Assistance – Having IT issues, your first call should be to Harbour, we’re happy to assist!
Ala Carte Items Available:
Morningstar Office is a cloud-based, turn-key portfolio accounting and practice management platform. It allows financial advisors to manage their practice, gain access to data and research, analyze investments and much more.
Redtail is the most popular CRM system within Harbour’s network. Our advisors use it in their offices, and Harbour utilizes it in the back office as well. Additionally, some of our advisors qualify for a discount on Redtail through Morningstar Office. Beyond Redtail, we empower our advisors to choose the CRM that best fits their practice needs.
Looking to generate paperwork in a timely manner? Quik allows our advisors to efficiently populate client information into forms, making your practice look more professional and reduces your time spent on data entry.
This software offers endless possibilities to support your practice with advanced digital development tools. Enjoy a full marketing suite, automated marketing, a variety of additional features, and a comprehensive website suite—all designed to enhance and grow your business.
Social media is a powerful marketing tool, and Harbour is here to support you by monitoring your accounts to ensure they remain compliant with regulatory standards.