Technology

Technology

Designed around the needs and from the perspective of Financial Advisors, the Cetera SmartWorks system can increase your productivity, streamline your workflow and facilitate compliant business.  Bennett, Mastin & Kosmak, Inc. provides the experience and knowledge to help you leverage the many different a la carte offerings available through Cetera and externally.

Benefits to your Program

  • SmartWorks offers a single sign-on and seamless integration of client and account data, market information, wealth and performance reporting, industry intelligence and more.
  • MoneyGuide suite of tools, including MoneyGuide Broker to help determine client suitability. You can utilize the award winning MoneyGuide Pro system for financial planning at no additional cost.
  • Powerful portfolio management capabilities, including trading and rebalancing across multiple accounts.
  • Industry leading reporting and analysis tools, including Morningstar Advisor Workstation.
  • Mentoring support from Bennett, Mastin & Kosmak, Inc. to help you leverage technology for maximum business impact.
  • Access to a wealth of on-line resources, from marketing templates to professional development programs.
  • Office set-up tools.
  • Contact segmentation tools to support marketing efforts.
  • Customer Relationship Management Systems, including Redtail which interfaces with the SmartWorks systems.

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