Technology

United Planners’ Financial Services technology continually strives to provide you with best in class tools, products, and services aimed at helping grow your business while reducing costs.  The desired results equal a more profitable practice with minimal overhead expense.  Our Advisor offerings are support technologies which not only seamlessly integrate together but are direct relationships between the independent Advisor and the vendor(s).  These direct relationships allow the Advisor to have complete independence from the Broker Dealer (BD) while offering the advantages of BD negotiated reduced pricing and BD supported integration and back office support.

 

As your broker-dealer we work with you to identify the products and services which are important to your practice.  We become your partner and help provide you with the best of class products and services at a discounted price while offering top notch support.

 

With over sixty years of combined experience in both the Financial Services industry and Information Technology arenas, United Planners Technology Department has the knowledge to help keep advisors doing what they set out to do in the most efficient way possible.  The IT department’s mission is to keep abreast of industry trends and implement strategies to keep their advisors efficiently servicing their customers while successfully supporting the systems offered. 

 

United Planners Technology Department is qualified to help you with your technology challenges. 

 

We are personally available to support you-not just technology.  Every time you call you will be connected with a live person to discuss your issues.  Our CIO, Asst Vice President of Technology, and support staff are always available to help you.