EJ Technology pretty good:
1. Robust Financial Assessment Software: Sungard product used by some of the large wires. Very good product that Jones has integrated into their system. Client data/portfolio is automatically downloaded. Monte Carlo simulation, Retirement Income Planning, Debt manager, etc.
2. T1 lines replace satelite to all branches: Very reliable and fast.
3. JCMS: In house client/prospect contact software. Very good and user friendly
4. Wordpower: Very good client/prospect letter program. Compliance approved letters and paragraphs you can make into custom letters.
5. Scanning: BOAs (Branch Office Administrator) can now scan all paperwork into system in branch. Example: Client brings in statement from another firm, tax return, etc can now be scanned into the system and linked to the client or prospect.
6. New FAs have a very cool tablet PC: Take a look:
7. All client/prospect seminars can now be downloaded into a PC and shown on powerpoint: Investment classes and seminars are available.
8. Client website: Very user friendly. Clients can access accounts, statements, cost basis info, etc. Take a look:
9. Statement Technology: Clients can select what statement (3 to choose from: At a glance to In depth) they would like to receive. Take a look:
10. Very professional CPA and Attorney CE Credit Courses produced by EJ home office and delivered directly to branches. Very good way to network and build relationships with centers of influence in the community. A great resource for the CPAs and Attorneys as well.
Weddle has the firm headed in the right direction.