Ahead Of The Industry

Kestler Financial is dedicated to leveraging the best technology in the industry to help our annuity sales agents become more efficient and productive.  From our highly-customized, award-winning database to our full-time in-house software engineer to our physical and virtual information security systems, we are on the leading edge.  In line with the foundational principles our organization was built on, we embrace innovative thinking and industry advancements that can help our agents thrive.

Albridge

You need to have an accurate, single view of all of your clients' assets. Albridge consolidates client account data from hundreds of disparate sources making it the financial industry's most scalable and reliable enterprise wealth management solution.

You need to build and maintain client relationships, not spend your time managing client data. Do you even know if you are the only one providing financial advice to your clients?

Albridge provides an easy-to-use Web-based application that lets you access key client account data, including portfolio performance.

Registered reps using wealth reporting application powered by Albridge:

  • Grew assets by 75% more than non-users (existing and new clients)
  • Acquired 123% more clients than non-users
  • Increased the number of accounts they manage by 100% more than non-users

Data Aggregation

A recent survey of Consumer Finances found that the median-affluent and mass-affluent households consolidate less than half (42%) of their financial assets and liabilities with one financial institution. How can you advise your clients, implement their financial plans and guide them toward their financial goals if you only know half of the details? With Albridge Data Aggregation you have access to your clients' held-away assets.

What Is Albridge Data Aggregation?

Albridge Wealth Reporting is more than just a portfolio management and performance reporting solution because it manages your data collection and reconciliation as well. Albridge Data Aggregation vastly expands the data source landscape to nearly 10,000 financial websites. Benefits of data aggregation include:

  • View excess cash balances in your clients' held-away banking accounts
  • Determine your clients' true asset allocations including their held-away assets
  • Learn how your clients' self-directed assets are performing against those you manage
  • Find out who also competes for status as your clients' primary advisors
  • Automated Reporting reduces or eliminates the need for administrative office help

The Commission Center

The Commission Center provides access to your commission information. Commission statements are posted every Wednesday by 6PM (EST).

SECCAS

Seccas is Centaurus Financial’s solution to e-mail retention. Because of the regulatory nature of our industry, we are required to monitor and archive all securities-related email correspondence. You are set up with an e-mail account immediately upon affiliating with Centaurus.

Investigo

Investigo gathers data from a variety of financial data sources, and consolidates it to provide clients with unified statements and improve back office efficiency.

LaserApp

Laser App utilizes client data to assist in filling out broker/dealer required forms. Data can be pulled directly from a contact management system, database, or from within Laser App's own database.

NetExPro

As our rep, you can download this internet-based account management platform. NetExPro provides real-time quotes, financial research, up-to-date news headlines, access to analysts, and more.

Financial Profiles/NaviPlan

Financial Profiles, Inc. develops fully integrated financial planning software that enables financial planners to increase sales, to provide trusted financial advice, and ensure compliance.

Morningstar

Easy-to-read, client-approved reports include Morningstar’s proprietary star rankings, key statistics, historical data, top holdings, and graphs on thousands of mutual funds. Reps can search the database using over 100 screening criteria and create hypothetical models for clients.

AdvisorSquare

Centaurus selected AdvisorSquare, the nation’s #1 provider of financial websites, as an approved vendor to create Centaurus rep websites. The partnership provides Centaurus reps with access to AdvisorSquare’s Web Connect program—a turnkey website solution that provides the end-to-end tools to promote reps’ business, acquire new clients, and improve existing client services.

Kettley® Publishing

Kettley® Publishing, is the leading provider of point-of-sale and consumer education tools to financial services companies and financial advisors. As a Kestler/Centaurus rep, you’ll have access to these tools.

Financeware

Centaurus partnered with Financeware to offer its reps an exciting new advising process called "Wealthcare" to help differentiate themselves from traditional financial advisors. Using Financeware's leading edge probability analysis software will allow reps to professionally analyze and assess clients’ chances of achieving their financial goals.

Money Guide Pro

MoneyGuidePro is dedicated to helping advisors use financial planning to more effectively motivate each client to create, implement, and maintain an investment strategy that best meets their lifetime financial goals. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.

Predictive Index©

Imagine having a tool to help you identify the ideal candidate for any position you are trying to fill. We can show you how they are “hard wired” and help predict their potential for success at any position. Try the PI yourself right now.

Paperless office

All production submitted to Kestler Financial is scanned and stored in our database. This not only facilitates getting your business through the system, but creates a secure record of all steps of the process.

  
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