Technology Platform

When you affiliate with Transcendent Advisor Networks you will have access to Cetera’s business productivity platform, SmartWorks(SM). This tool will give you access to client data and account information, market intelligence, customized reporting, a paperless office, and more. Single sign-on gives you access to all of SmartWorks’ integrated features, including third-party applications, complete integration, and virtual office capabilities. The platform includes:

  • Client Relationship Management (CRM) – Redtail CRM, industry leading web-based CRM, convenient access to client information – anywhere, anytime
  • Financial Planning – MoneyGuidePro, industry leading, easy to use asset allocation and financial planning tool
  • Portfolio Management/Performance Reporting - Albridge™ Solutions and NetExchangePro™.
  • Document Management – Docupace, complete paperless imaging solution with electronic storage and retrieval of your client paperwork
  • Trading and Rebalancing – SmartWorks Adviser, next-generation wealth management platform allowing for streamlined trading and portfolio rebalancing
  • Investment Research – Access to online investment research directly from your workstation