Tools & Technology
Rapid Account Transfer Program
Moving your business to a new broker-dealer may seem like a difficult and overwhelming process. At H&R Block Financial Advisors, we make it simple and seamless with our Rapid Account Transfer Program. The program is tailored to meet your unique needs, from completing the required forms to processing new account applications - we make it easy for you.
State of the Art Wealth Management Software
One of the most important investment decision that you will assist your clients with is choosing the right asset allocation. The ability to make better decisions requires dynamic, user-friendly analytical tools. We offer our advisors a full suite of planning tools that includes America's #1 asset allocation software, Sungard's Allocation Master, so you can provide more complete guidance to your clients. It also includes integrated retirement planning, estate and insurance assessment, and college funding modules.
Advisor Workspace
Advisor Workspace is our comprehensive and robust online platform that provides you with a wealth of information. It's your one-stop web-based solution for data, documents, news, and more. You'll use this platform as your primary source for all H&R Block Financial Advisors broker-dealer information. Key features include:
- Links to all the tools you'll need to service your clients including; our lead and contact management systems, TTS (formerly BETA Systems) Systems and investment planning tools
- Daily news updates
- Access to marketing materials, online account applications & a library of forms
- Access to your production and commission statements to simplify tracking your progress
Personalized Contact Management System
We use the Microsoft CRM product for our financial advisor contact management tool. The software links with other applications, like our back-office. This software also interfaces directly with our lead management system, making it easy for you to manage referrals and keep track of appointments, communications, and more.
Account Management Through TTS (formerly BETA Systems)
TTS (formerly BETA Systems) enables you to interact with your client information while offering a number of useful tools and features designed to enhance your efficiency. Features include:
- A robust front and back-office tool set that allows for information sharing across our organization, enhancing the ability to work with the H&R Block tax organization
- Tax lot accounting, householding of accounts and fractional share reinvestment
- User-friendly client statements that include cost basis and off-book holdings
- The ability to create and print reports that identify sales trends and opportunities