Ahead Of The Industry
Kestler Financial Group 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.
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.
Financial Profiles, Inc. develops fully integrated financial planning software that enables financial planners to increase sales, to provide trusted financial advice, and ensure compliance.
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.
Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
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 yourselfright now.
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.
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.
An extensive online marketing library containing thousands of high-impact professionally pre-written marketing messages and new technology that integrates seamlessly with compliance offices for pre-review of content.