Technology

In today’s fast-changing economic environment, owning and building a business require ever-evolving technological platforms that boost client services and keep pace with the financial marketplace. To help you keep the competition in your rearview mirror and stay in the lead, TFG will provide you with access to the financial industry’s latest innovations so that you can manage your business more efficiently and effectively.

Our integrated, user-friendly technology delivers intuitive, advanced products and software that is suited to your practice.

  • Electronic Document Storage

    Our goal is to help you simplify your record keeping, reduce costs, and grow your business by using our document management solution.

  • Onboarding System

    Our state of the art onboarding system will streamline the process for individuals interested in getting registered with the Broker Dealer.

  • Research and Planning Tools

    Financial planning tools give you the information and flexibility you need to create custom solutions for your clients.

  • Paperless Work Flow Tools

    Benefit from TFG’s paperless tools. Many of your business functions, including processing, document management and compliance, can all be conducted online.

  • Advertising, Marketing and Web Hosting

    Increase your effectiveness and efficiency in reaching clients and prospects with electronic and online printed materials customized for your business.

  • Electronic New Business submission

    Save valuable time and money by easily submitting new business to the home office electronically