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1110 Iron Point Road Suite 160 Folsom, CA 95630

(916) 932-4101
info@ironpointadvisors.com

Featured Services and Technologies

Services and Technologies provided by our Broker/Dealer, Securities America, Inc.

INTUITIVE TECHNOLOGY

Securities America offers industry leading technologies that allows you to become more efficient, productive and profitable. With a single sign-on, you have access to productivity tools like built in CRM, eMoney, Albridge, Envestnet, and much, much more. There are also built in online account opening and servicing technologies that allows you to gain greater efficiency where it counts — with your clients.

AWARD-WINNING PRACTICE MANAGEMENT SOLUTIONS

Securities America’s award-winning, forward-thinking coaching programs incorporate innovative techniques and exclusive tools proven to improve efficiency and propel growth, featuring:

  • First Friday coaching calls
  • Next Level coaching program
  • Next Gen conferences
  • Women Forward initiative

ACQUISITION, SUCCESSION & CONTINUITY PLANNING SUPPORT

Securities America’s Practice Transition Center, a first-of-its-kind library of videos and tools, helps you understand and implement the process of buying or selling a practice. We also provide direct access to experts to help guide you.

ROBUST ADVISORY & ASSET MANAGEMENT PROGRAMS

Powered by Envestnet®, Managed Opportunities simplifies and streamlines the wealth-management process to help you maintain this important balance. The platform’s innovative open-architecture provides easy access to money managers, programs, integrated applications like financial planning tools and custodians. It also offers the flexibility to integrate your choice of applications and capabilities from a wide range of solutions and services to fit your unique business needs. 

INDUSTRY LEADING RETIREMENT INCOME DISTRIBUTION PLANNING SOFTWARE

NextPhase™ is Securities America’s industry-leading income distribution planning software that includes proven services, materials and education you can use to meet your retired clients’ unique income needs. You’ll have access to an array of Compliance approved marketing materials, risk assessments and documentation questionnaires, topic-specific white papers, strategy/product comparisons, calculators, forms, as well as education and training information.