- Corporate consulting << Technology
 
  An efficient platform of tools & services
  spacer

• Provides a logical workflow via an integrated suite of software geared
   to each step of the financial planning process
• Reduces data entry to save time and minimize errors caused by
   repetitive entries
• Promotes consistency and high quality of service throughout the
   financial planning process
spacer

 

 An easy-access financial planning interface
    • Enables advisors to easily schedule and track client service and
   prospecting activities
• Provides access to up-to-date sales literature and investment forms
• Places research, planning and allocation tools at advisors’ fingertips
• Allows fast, accurate access to current client records
• Knowledge base provides product-specific features & benefits,
   appropriate uses and answers to frequently asked questions
spacer

 

 Integration of planning tools and client records
    • Enables advisors to quickly generate:
     - Financial plans
     - Client service reports
     - On-request investment updates
• Reports may be generated on-screen or hardcopy
• Automatic updating helps assure current account values
       Copyright 2006-2009 Trautman International, LLC. All Rights Reserved.
       Users of this site agree to be bound by the terms of the Trautman International Inc. Website Rules and Regulations.