Trust Company of America (Trust) Trust Company of America (Trust) is a custodian for fee-based Registered Investment Advisors. Trust has been protecting assets and serving RIAs for 38 years. With almost $9.5 billion in assets under custody, Trust is regarded as a premier provider of specialized custody services by enabling success with a unique combination of high-efficiency trading, valuable back office support, and personalized service. Trust offers extensive online account access for advisors, representatives and investors with a complete portfolio summary and direct access to statements, tax forms, and historical information.
http://www.trustamerica.com
Rydex|SGIRydex|SGI is committed to offering investors a greater potential to successfully navigate diverse market conditions. They believe that providing high-quality investment choices, insightful research and investor education is always in favor. Offering a wide array of alternative investment strategies in addition to index-based and fundamental strategies—including actively managed global, value, growth and fixed-income—they endeavor to put our investors first in all that they do. With more than $22 billion in assets under management, Rydex|SGI offers investors more than 100 investment choices—including mutual funds and ETFs.
http://www.rydex-sgi.com
Jefferson NationalJefferson National is a recognized innovator of retirement products designed expressly for fee-based and fee-only advisors. They’ve pioneered a unique tax-deferred investing vehicle: Monument Advisor, the industry’s first VA with a flat-insurance fee of $20 per month and a platform of 250+ investment options. Their flat-fee and 5x more underlying funds can help you rescue overpriced traditional annuities, improve tax-efficiency, and is a great fit for tactical management strategies. Jefferson National serves more than 50,000 customers nationwide.
http://www.jeffnat.com
Laser App SoftwareLaser App Software creates products that combine state-of-the-art form filling technology with their massive library of industry related forms. Forms are maintained by them so reps/agents can focus on their clients, rather than filling out paperwork.
http://www.laserapp.com
Quik!Quik! is an enterprise forms automation solution from Efficient Technology, Inc. Quik! offers a suite of products that work together to make it easier to manage and process forms. Forms can be pre-populated with existing data and submitted online for straight-through-processing. All Quik! products use the same forms and flexible architecture that allows any form to be populated by virtually any database system from any website or desktop application, reducing forms-related costs by 75% or more.
http://www.quikforms.com
Direxion Funds and Direxion SharesDirexion Funds and Direxion Shares, managed by Rafferty Asset Management, LLC, offer leveraged index funds, ETFs and alternative-class fund products for investment advisors and sophisticated investors who seek to effectively manage risk and return in both bull and bear markets. Founded in 1997, the company has approximately $6.2 billion in assets under management as of 10/31/09. The company’s business model is built on continuous product innovation, exceptional customer service and a commitment to building strategic relationships with distribution partners.
http://www.direxionfunds.com