Flexibility continues to be a central theme at Harbour, and our technology options are no exception. We have a number of technology platforms available for your use at a discounted cost. Our advisors are not required to subscribe and can use their own technology resources if they desire.
Harbour is a strategic partner with BlueSun and its product, WealthServ Investments. WealthServ Investments is web-based, connecting the home office with our representatives and their clients.
WealthServ Investments offers a complete platform that includes:
NetX360 – Pershing Trading and Account Management Platform
LaserApp – Form Automation Software
Redtail Technology – Client Relationship Management Software
Advicent Solutions – Financial Planning Software
Morningstar Office – Investment and Portfolio Analysis
Our marketing support is based on two guiding principles:
Smarsh – Email, Website and Social Media hosting and archiving
Emerald Publications – Coaching, Marketing Systems and Financial Website Design
MarketingPro – Marketing System, Newsletters, Coaching and Creative Services
AdvisorWebsites – Financial Website Design
Virtual Sales Assistant – Personalized Web Presence, Newsletters and Tools