Technology: 100% Paperless

Certus relies on the latest technologies and best practices to streamline account opening, trade executions, and reporting. We make use of electronic forms filling, electronic signature, workflow solutions, document management, paperless processing, and electronic tools for planning and portfolio management. 

Simplified methods for processing information give Financial Professionals increased efficiency, productivity and profit while saving money for the client. We measure the account opening time in hours, not days.

Some of our technology partners include:

• Docupace
• MoneyGuide
• Pershing, LLC (NetX360)
• Envestnet model management
• Document management systems

Document storage and management is provided along with the other electronic solutions. As a result, Financial Professionals enjoy freedom from maintaining vast historical and compliance files, allowing them to operate efficiently in minimal office space. Speed, efficiency, cost control, and support.

Practice Management

Certus partners with FMG Suite to create consistency in marketing for all our Financial Professionals. The personalized services available from FMG Suite range from coaching and practice management calls, branding, website design and creation, to newsletters, blogs, and more. Choose the methods and service level that’s right for you.