Tools and Resources
In addition to our personalized marketing products and services, here you'll also find a selection of tools and resources for a successful expansion including online resources, software programs, and communication tools. You may want to sign up to be notified about updates to this information as well.
Online Resources Based on CPA Services
| CPA Services | Web Site | Description |
|---|---|---|
| Domestic Trust Services | Pennsylvania Trust www.penntrust.com |
Full trust services for CPA clients |
| Aggregation & Wealth Management | eMoney Advisor www.emoneyadvisor.com |
Web-based financial planning tool that collects, stores, analyzes, and reports financial plan and account information for your clients |
| Payroll Services | Ovation Payroll, Inc. www.Ovationpayroll.com |
Outsourced payroll processing |
| Mergers & Acquisitions; Business Brokers | Janney Montgomery Scott www.jmsonline.com |
Acquires, partially liquidates, or raises capital for businesses |
| Payment Processing Services | iTransact www.itransact.com |
Helps clients save money on payment processing for credit/debit cards, checks, and electronic funds transfers (EFTs) |
| Continuing Education (CE) Programs | RegEd www.reged.com/ trainingandce.aspx |
Training and education courses founded upon decades of regulatory expertise, with materials written and maintained by industry experts |
Software Programs
| Software Program | Web Site | Description |
|---|---|---|
| NaviPlan Extended | www.naviplan.com | Easy-to-use program renowned in the industry for performing fast financial assessments, with three levels of planning to meet the needs of all representatives |
| Financial Profiles Professional | www.eisi.com | Needs-based planning tool that uses your clients' financial information to produce basic-to-complex analyses |
| WealthView | www.albridge.com/wealth _reporting/wr01.php |
Software solution that enables you to consolidate client account information from multiple sources of data and thousands of product companies |
| Advanced Markets Online | Contact Us for more information | Suite of tools that helps you create educational client presentations on a wide range of financial planning topics |
| Laser App Software | www.laserapp.com/products- enterprise.htm |
Tool that makes your life easier by importing client information from other electronic sources and automatically populating up to 80% of the application for you. |
| Morningstar WorkStation | advisor.morningstar.com/ goto/htk |
Innovative, web-based suite of investment planning tools that combine Morningstar's in-depth, independent investment research, client communications, and portfolio analyses to help you select the most appropriate investments for your clients |
| Net Exchange Pro | www.netxview.com | Platform that provides you with online trading capabilities to help you manage your clients' accounts |
| WebStory | Contact Us for more information | Online tool that helps you enhance Penn Mutual Illustrator presentations by creating high-quality graphical presentations of your clients' policy information |
| Client Data Services (CDS) | ezdata.com/support/ cds.shtml |
Online system that helps you to organize client information, send and save emails, and upload client information onto other systems |
Communication Tools
| Communication Tool |
Web Site | Description |
|---|---|---|
| BizActions | bizactions.s3.amazonaws.com /PAA/index.html |
Business-to-business email newsletter service with a suite of integrated tools designed to enhance relationships, increase brand name recognition, generate warm leads, and improve cross-sales opportunities for small to mid-size and multi-location firms |
| Emochila Inc. | www.emochila.com | State of the art website design and development for CPAs and accountants providing client portals, prewritten content, and search engine optimization. |
| ImageOne | www.1800imageone.com | Web-based software that provides customized client communications to build your practice's image |
| E-Relationship by Identity Branding |
www.e-relationship.com | Software program that provides automatic emails to clients with brief, educational information on a specific topic |
Additional Resources
See the Marketing Products and Services offered by PAA
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