Our Chelsea Representatives Have Access To The Following Advanced Software Tools and Marketing Services. Inquire for pricing and discounts.
LOCAL MARKETING PROGRAM
Platinum means faster results…Includes all of the Gold Level Subscription benefits and features, plus:
- Website hosting provided (optional if you already have a website)
- YouTube channel setup with custom artwork
Over 50 custom social media posts annually with artwork
Monthly unique website articles for improved keyword targeting and SEO
2 additional hours of monthly SEO work (valued at $210/month)
- Competitive tracking and analysis using premium SEO tools (valued at $139.95/month)
- 1 hour of additional digital marketing/design services per month (12 hours annually, $105/month value)
- Extended monthly performance reports with added metrics
- Management of one extra social media platform (valued at $100+/month)
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
ENVESTNET INSIGHTS ENGINE
- Enables enterprises, asset managers, and RIAs to connect, analyze, and act on data
- Aggregates data from institutional and consumer-permissioned sources
- Applies validation and reconciliation processes to enrich data
- Stores data securely with governed access
- Supports scalable data volumes and advanced applications
- Offers predictive analytics, machine learning, and AI-powered insights
- Improves productivity and performance with intelligence tools
- Empowers delivery of personalized client services
- Facilitates action through data-driven insights and decision-making tools
- Integrates with Envestnet’s wealth ecosystem and supports third-party APIs
- Envestnet Insights Engine generates 159M insights across 100+ categories
- Categories include wealth, held-away assets, tax, financial planning, and more
- Provides blog posts and Q&As on optimizing wealth management with data
- Offers 15-minute discovery calls to explore goals and potential solutions
SOCICAMPAIGNER
- 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
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)
DOCUSIGN
- Electronic Signatures (eSignature)
- 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
QUODD
- 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
QUOTEMEDIA
- Real-Time Market Data Streaming
- Historical Market Data Access
- 200+ Financial Data APIs
- 150+ Customizable Widgets
- 100+ News Providers
- Comprehensive Financial Research Tools
- Advanced Charting & Analytics
- Investor Relations Solutions
- Integrated Trading Data Tools
- Web Content & Embeddable Modules
- Managed Data Services
- Secure SFTP File Delivery
- Mobile App for On-the-Go Access
MICROSOFT 365
- 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
ENVESTNET
- Interconnected wealth technology, data, and planning tools
- CRM integration
- Proposal and risk assessment tools
- Portfolio management and unified managed accounts (UMAs)
- Client portal access
- Lifetime and retirement planning
- Estate and legacy planning
- Micro and prospect planning tools
- Real-time client collaboration
- High-net-worth consulting
- Direct indexing and model portfolios
- ETFs and sustainable investing options
- Tax management capabilities
- Data aggregation and enrichment
- Open banking support
- Account verification and payment processing
- Business intelligence and analytics
- Integration with custodian platforms and alternative assets
- Client education and recruiting tools
- Training and certification programs
- Modular, scalable, and easily integrated technology
- Developer portal with API access
TRADEWEB
- 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
ANNUITY INTELLIGENCE
- 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
MORNINGSTAR ADVISOR WORKSTATION
- 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
MONEYGUIDE ELITE AND MYBLOCKS
- 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
PERFORMANCE REPORTING AND ADVISORY FEE BILLING
- Provides performance reporting and advisory fee billing services
- Fees can be calculated in advance or in arrears quarterly
- Supports billing on an individual or household basis
ENVESTNET CLIENT PORTAL
- Provides real-time financial data for better control of client activity
- Encourages clients to stay focused on long-term goals
- Allows clients to link external accounts to their financial plan
- Uncover held-away assets by enabling account linking
- Save time and build real-time, dynamic financial plans
- Increase client engagement and accountability with shared plan ownership
- Better tools for cash flow, budgeting, and debt management
- Ongoing reassurance during market volatility
- Ability to track short- and long-term pre-retirement goals
- Two integration partners for account aggregation: MX® and Yodlee®
- Both MX® and Yodlee® are equally priced and cost-effective
- Advisors can choose the aggregation option that works best for them
ICE SUITE
- Access to real-time cross-asset data, analytics, global news, and trading tools
- 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
CFRA MARKETSCOPE ADVISOR
- 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
REDTAIL CRM
- 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
ENVESTNET INSIGHTS ENGINE
- Enables enterprises, asset managers, and RIAs to connect, analyze, and act on data
- Aggregates data from institutional and consumer-permissioned sources
- Applies validation and reconciliation processes to enrich data
- Stores data securely with governed access
- Supports scalable data volumes and advanced applications
- Offers predictive analytics, machine learning, and AI-powered insights
- Improves productivity and performance with intelligence tools
- Empowers delivery of personalized client services
- Facilitates action through data-driven insights and decision-making tools
- Integrates with Envestnet’s wealth ecosystem and supports third-party APIs
- Envestnet Insights Engine generates 159M insights across 100+ categories
- Categories include wealth, held-away assets, tax, financial planning, and more
- Provides blog posts and Q&As on optimizing wealth management with data
- Offers 15-minute discovery calls to explore goals and potential solutions