Page 11 - Money Concepts Corporate Brochure

MONEY CONCEPTS TECH EDGETM is a combination of proprietary and

industry leading software. Each piece is created to reduce the burden of back office
tasks, and to provide simple and easy to follow procedures.

We invest millions of dollars in software technology to make you more
efficient and effective. By utilizing these tools you will be in a better position to
grow your business.

MONEY CONCEPTS TECH EDGETM INCLUDES:

LASER APP
The industry’s leading form filling software. It contains a library of over 15,000
applications for mutual funds, insurance products and annuities. It will
automatically populate those applications and all Money Concepts forms and/or
our clearing firm’s forms.

E-DOCS (our paperless system)
Go Paperless! Get rid of your bulky client files. With E-Docs you can access your
commission statements and review pending items at any time. Increase
productivity and improve business processes by converting paper forms to PDF
format. In addition, we maintain your clients’ files on our server for you. You can
access your clients’ files at any time with a click of a button for your safe keeping.

WEBOPS BLOTTER
With WebOps Money Concepts maintains and updates your required sales blotter
for you.

CLIENTVIEW
Updated daily so you can view account statements, account values, holdings and
transaction histories. It automatically uploads client data into MORNINGSTAR
advisors work station.

SENTINEL REPORT
Designed for clients making withdrawals, the Sentinel Report provides illustrations,
numerically and graphically, in a client friendly format.

MYMONEYCONCEPTS.COM
A secure website for your client. Each client has their own website containing their
consolidated holdings in their own document vault. They can store all of their impor-
tant documents, i.e. wills, trusts, tax returns, account statements all in one place.

TRACKER
Your integrated licensing management system. Through Tracker you can track all
your licenses, appointments, registrations.

The cost of all this cutting edge technology is less than a dollar a day. In
addition, Money Concepts provides deep discounts for the following industry
leading software packages:
• MORNINGSTAR Advisor Workstation
• NetExchange ProTM – Pershing state-of-the-art on line brokerage platform
• NaviPlan, Financial Profiles