Supporting Your Business

Technology

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.

WealthServ

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:

Morningstar Office

Portfolio management software that delivers research advisors trust and data advisors can depend on.

·        Portfolio Accounting and Reporting:  Aggregate accounts holdings and track returns. Create reports with snapshot views and detailed asset allocations.

·        Portfolio AnalysisBuild portfolios powered by Morningstar data and independent research

·         Security Research and Screening: BWork with data to help find the best managers, market trends or build model portfolios. 

Recommended Software Solutions:

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

Marketing Tools

Our marketing support is based on two guiding principles:

  1. Provide higher payout levels to our representatives, so they can invest in their business.
  2. Provide solutions with the greatest impact per dollar.