Our Chelsea Representatives Have Access To The Following Advanced Software Tools and Marketing Services. Inquire for pricing and discounts.
SMART CRM FOR FINANCIAL ADVISORS
- Manage clients, tasks, and teams more efficiently
- Save hours each week with smart, customizable workflows
- Connect with 100+ integrations (e.g., Orion, Schwab, eMoney)
- Secure data handling with SOC 2 Type II certification
- Access client and household records in one place
- Automate onboarding, reviews, and communications
- Schedule and track meetings and tasks across teams
- Log client interactions in real time (calls, emails, meetings)
- Instantly find and segment clients with QuickLists and filters
- Fast, intuitive setup with complimentary data importing
- Built for solo advisors to large enterprises
- Dedicated onboarding, support, and training resources
- Offers a free trial (no credit card required)
- Helps reduce time spent on internal tasks
- Personalize service with rich client data and reminders
- Scale tech stack with seamless CRM integration
- Integrates CRM, proposal, and risk assessment tools to streamline wealth management and enhance client relationships.
- Enables portfolio management with Unified Managed Accounts (UMAs), direct indexing, and sustainable investing options.
- Provides a secure client portal with real-time collaboration, goal tracking, and external account linking through MX® or Yodlee®.
- Supports lifetime, retirement, estate, and legacy planning for personalized, data-driven financial strategies.
- Aggregates and enriches institutional and consumer-permissioned data for accurate, holistic insights.
- Delivers predictive analytics, machine learning, and AI-powered intelligence to boost productivity and performance.
- Offers business intelligence dashboards, custodian integrations, and support for alternative assets and open banking.
- Simplifies tax management, cash flow tracking, and budgeting while encouraging long-term goal accountability.
- Includes training, certification, and client education tools to strengthen advisor expertise and engagement.
- Provides modular, scalable, and API-enabled technology that connects enterprises, RIAs, and asset managers to Envestnet’s ecosystem.
Integrated Financial Planning Suite with Envestnet Insights Engine and Real-Time Client Portal
MONEYGUIDE PRO
- Illustrate retirement distribution
- Help reduce client’s tax burden
- Client interactivity with sliders
- Advanced lifetime protection
- Allocation comparison
- Auto goals
- Client planning portal
- Custom CMAs (Capital Market Assumptions)
- Custom report templates
- Business & plan analytics
- Health care cost smart goal
- Holistic stress testing
- Online fact finder
- Plan summary
- Retirement distribution module
- Risk management (life, disability, LTC)
- Risk tolerance tools
- Secure income modeling
- Social Security optimization
- Tax planning
- Test variables in Play Zone®
- What-If worksheet
- Add-ons (additional fee):
- MyBlocks interactive planning tool
- Yodlee account aggregation
- MX® integration for live planning
- Morningstar Risk Profiler assessment
COMPLETE ANNUITY ANALYSIS PLATFORM
- Side-by-Side Annuity Comparisons
- Historical & Real-Time Data on Annuities
- Covers Variable, Fixed, and Fixed Indexed Annuities
- One-Page Summary Reports
- FINRA-Reviewed Client Reports
- Guaranteed Income Calculations
- Annuity Expense Analyzer
- Custom Suitability Form Integration
- Accurate Contract Titling Support
- Spousal Continuation & Beneficiary Clarity
- Market Research Data for Competitive Analysis
- Simplified Prospectus Translation
- Compliance-Ready Cost Disclosures
COMPREHENSIVE, REAL-TIME FINANCIAL DATA & API PLATFORM
- Real-Time & End-of-Day Pricing
- Global Asset Class Coverage
- Customizable Data Products
- Flexible Data Delivery (APIs, Feeds, Bulk)
- Cloud-Based Infrastructure
- QX Digital Platform Access
- Reference, Fundamentals & Estimates Data
- Developer Portal & API Access
- Transparent Billing
- Flexible Licensing Options
- Industry-Leading Customer Support
- Real-Time & End-of-Day Pricing
- Global Asset Class Coverage
- Customizable Data Products
- Flexible Data Delivery (APIs, Feeds, Bulk)
- Cloud-Based Infrastructure
- QX Digital Platform Access
- Reference, Fundamentals & Estimates Data
- Developer Portal & API Access
- Transparent Billing
- Flexible Licensing Options
- Industry-Leading Customer Support
ALL-IN-ONE MARKET DATA PLATFORM WITH REAL-TIME PRICING & FLEXIBLE API ACCESS
Our proprietary Chelsea Financial Services Local Marketing Program (CHFS-LMP) is a comprehensive digital marketing program that helps you get found in Google and other search engines, for referrals “googling you” and for potential lead generation though both Google and Social Media channels.
This plan is subsidized by Chelsea Financial Services.
Some key features of the CHFS – LMP are:
- Website hosting provided (optional if you already have a website)
- YouTube channel setup with custom artwork
- Over 50 social media posts annually with artwork
- Monthly/Quarterly unique website articles for improved keyword targeting and SEO (Search Engine Optimization)
- Additional monthly SEO work for maintenance/improvement
- Competitive tracking and analysis using premium SEO tools
- Digital marketing & design services (Platinum plans)
- Extended monthly performance reports with added metrics (Platinum plans)
- Management of extra social media platforms (Platinum plans)
CHELSEA REPS & ADVISORS: LOCAL MARKETING PROGRAM (LMP)
- Helps advisors clearly show the value of advice through FINRA-reviewed and client-friendly proposals and reports
- Helps advisors stay aligned to key regulatory requirements
- Visualizes advisor activity to spot trends, gain insights, and see business scope
- Empowers screening across funds, ETFs, fixed income, and structured products
- Supports trusted investment research and portfolio building
- Combines client profiling tools with research for personalized investment plans
- Compares portfolios across risk, performance, and exposure
- Includes 15+ FINRA-reviewed client reports to support investment decisions
- Provides firmwide dashboards for enterprise analytics
- Includes tools for client risk profiling and risk scoring
- Embeds compliance steps in planning, proposals, and reporting workflows
ADVISOR WORKSTATION
MICROSOFT 365 - OUTLOOK EMAIL, EXCEL, WORD, and MORE
- Access to Word, Excel, PowerPoint, Outlook
- Microsoft Teams for Collaboration
- 1 TB OneDrive Cloud Storage
- Multi-Device Access (PC, Mac, Mobile, Tablet)
- Microsoft Copilot (AI Assistant)
- Advanced Security & Ransomware Protection
- Real-Time File Sharing & Co-Authoring
- Automatic Updates & Feature Upgrades
- Premium Templates & Fonts
- Ad-Free Email with Outlook
ADOBE PDF & CREATIVE CLOUD APPS
- Access to 20+ Creative Cloud Apps
- Generative AI Tools (Adobe Firefly)
- Industry-Leading Design Apps (Photoshop, Illustrator, InDesign)
- Adobe Express for Quick Content Creation
- One-Click Animations & Social Media Templates
- Cloud Storage & Cross-Device Syncing
- Acrobat AI Assistant for PDF Insights & Summaries
- Online PDF Editing & E-Signatures (Acrobat & Sign)
- Creative Cloud for Business & Enterprise
- Discounted Plans for Students, Teachers, Nonprofits
- Mobile Apps for iOS & Android
- Stock Image & Asset Library (Adobe Stock)
- Expanded coverage for energy and commodities markets with new datasets
- Comprehensive market access across agriculture, energy, FX, equities, fixed income, and more
- Tools for real-time market data, historical data visualization, and analysis
- Third-party global news sources like Dow Jones, MT Newswires, Dataminr, and CNBC
- Customizable workspace for tailored user experiences
- 24-hour multilingual tech support
- Data and tools covering oil, natural gas, energy transition, agriculture, fixed income, and more
- Weather forecast analytics for pricing insights
- Real-time and EOD pricing evaluations for risk management
- Cash management support via cross-asset market data
- Wealth advisory tools for portfolio and securities analysis
- Integrated access for asset servicing, middle, and back-office operations
- Proprietary and third-party data integration for deep insights
REAL TIME CROSS - ASSET DATA, GLOBAL NEWS, & TRADING TOOLS
ACTIONABLE STOCK, ETF, and MUTUAL FUND RESEARCH
- Access to fundamental equity, ETF, and mutual fund research
- Macro and thematic market commentary
- Expert analysis of economic and market trends
- Industry-specific intelligence covering key drivers and trends
- Custom watchlists for stocks, ETFs, and mutual funds
- Real-time alerts for new research and market updates
- Customizable investment screening tools
- 15 stock and ETF model portfolios (24-year track records)
- 5 ESG-focused model portfolios
- Weekly newsletter: The Outlook
- Industry surveys covering 68 industries and 11 sectors
- Research coverage of 3,300+ ETFs, 16,400 mutual funds, and 12,000 global stocks
- Analyst calls and webinars for advisors
- Thematic research and real-time economic data
- Trusted by over 2,000 financial institutions globally
- 40+ years of independent, unbiased research
- Award-winning team of analysts with global market coverage
- Electronic trading across rates, credit, equities, and money markets
- Deep liquidity pools for institutional, wholesale, retail, and corporate clients
- Market-defining trading technology
- Access to 50+ global financial products
- 25+ years of leadership in electronic trading
- $3.0+ quadrillion USD traded since launch
- T-bill trading via ICD Portal
- Data-driven, automated workflows for interest rate swaps
- Hybrid and fully electronic trading options via Dealerweb
- Tradeweb Direct for fast, reliable fixed income execution for retail clients
- Best-in-class client service and support
- Industry recognition with 12+ awards for best fixed income platform
- Regulatory-compliant and secure trading infrastructure
- Real-time insights and trading analytics
- Integration with corporate treasury platforms like ICD
LEADING ELECTRONIC TRADING PLATFORM
- Smart Post Scheduling
- Auto-Repost System
- Curated Holiday Content
- RSS Feed Integration (Up to 30 feeds)
- Hashtag Grouping Tools
- Link Shortening & Editing
- Performance Analytics & Reporting Filters
- Social Media Audit Services
- Dedicated Social Media Manager (Junior, Senior Plans)
- Custom Campaigns & Competitions
- Multi-Profile Management (Up to 30 social profiles)
- Email & Phone Support (Priority in higher tiers)
- Community Management
- Referral & Lead Gen Campaigns
- Set-Up Assistance for Software & Hashtag Research
- Expert Strategy Guidance & Consulting (Up to 30 mins/month)
- DIY or DFY (Done-for-You) Options Available
SOCIAL MEDIA MANAGEMENT SOFTWARE
ADACOMPLIASITE - WEBSITE ACCESSIBILITY SOFTWARE
- Affordable ADA/WCAG accessibility software for business websites
- Makes websites more accessible in minutes
- Helps avoid fines starting at $75,000 per infraction
- Optional “Done-for-You” services available
- Works on top of your existing design without full redesign
- Fully responsive on desktop, laptop, phone, and tablet
- Instantly customizes site to user needs with 30+ accessibility controls
- Accessibility modes: Epilepsy Safe, Visually Impaired, Cognitive Disability, ADHD Friendly, Blindness
- Settings apply across the entire site for the user session
- Users can enable, disable, or hide the widget as needed
- Featured in Yahoo News, Markets Insider, MarketWatch
- Helps businesses avoid lawsuits and demonstrate ADA compliance
- Includes Accessibility Statement and instructions
- Monthly plan: $39/month for up to 10 pages
- Annual plans offer up to $189 in savings
- Testimonials from health and financial professionals praising ease of use and effectiveness
- Backed by Nth Degree Group
- Helps tap into $650B+/year market of people with disabilities
- Free ADA/WCAG audit available without purchase
- Intelligent Agreement Management (IAM)
- AI-Powered Document Summaries & Analysis
- Automated Workflow Builder (No Code – Maestro)
- Contract Lifecycle Management (CLM)
- Agreement Search & Navigator Tool
- Mobile Signing Support
- Shared Templates & Collaborative Commenting
- Pre-Built Integrations (1,000+ Apps)
- Developer Tools & API Access
- Global Compliance & Security Certifications (ISO, FedRAMP, etc.)
- Multi-Language Support (44 for signers, 14 for senders)
- Secure SFTP & Cloud Storage Integration
- Custom Agreement Forms & Web Forms
- Agreement Notifications & Reminders
DOCUSIGN - ELECTRONIC DOCUMENT SIGNATURE SIGNING
