is the spine of our company’s operations. It is what ties everything together so that everything works towards synergy for our organization and our clients. We adopted back in 2007, when people still hadn’t really become familiar with Cloud computing, and it’s one of the best investments we ever made. Since then, we have made significant improvements to our Salesforce platform and third party integrations to be able to provide our clients with one of the best customer service and investment advisory experiences in the industry.

Bringing all of our Tools and Information into One Place:

All of our systems are tied to and through

    • Morningstar Office
    • Your rebel Financial Website
    • Docusign
    • Our Custodians: TDAI, Fidelity, TIAA CREF, and others
    • Our application process
    • Our Gmail
    • Google Apps
    • Our Website
    • Our phone system

Leveraging Data to Serve you Better:

We try to centralize all of our processes so that we do not have redundancy, which raises costs and increases errors. We can then use this centralization to link all the systems together, providing more services to you at a lower cost. We can also increase customer service because everything we do and all the data from our partners is accessible and searchable, right at our fingertips to provide utility to you.

Safe & Secure:

We have placed an enormous amount of trust in Salesforce and have exhaustively evaluated their security systems and procedure s to ensure that we are being good custodians of your sensitive information. In fact, over 50% of all Fortune 500 companies trust and use Salesforce. for their cloud-based relationship management software needs so it’s likely that at least a few other companies you do business with already have your information stored with/through Click here to read more about the security systems and procedures that has implemented.