Tools

In addition to our personalized marketing products and services, here you'll also find a selection of tools and resources for a successful expansion including online resources, software programs, and communication tools. You may want to sign up to be notified about updates to this information as well.

Online Resources Based on CPA Services

CPA Services Web Site Description
Domestic Trust Services Pennsylvania Trust
www.penntrust.com
Full trust services for CPA clients
Aggregation & Wealth Management eMoney Advisor
www.emoneyadvisor.com
Web-based financial planning tool that collects, stores, analyzes, and reports financial plan and account information for your clients
Payroll Services Ovation Payroll, Inc.
www.Ovationpayroll.com
Outsourced payroll processing
Mergers & Acquisitions; Business Brokers Janney Montgomery Scott
www.jmsonline.com
Acquires, partially liquidates, or raises capital for businesses
Payment Processing Services iTransact
www.itransact.com
Helps clients save money on payment processing for credit/debit cards, checks, and electronic funds transfers (EFTs)
Continuing Education (CE) Programs RegEd
www.reged.com/
trainingandce.aspx

Training and education courses founded upon decades of regulatory expertise, with materials written and maintained by industry experts

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Software Programs

Software Program Web Site Description
NaviPlan Extended www.naviplan.com Easy-to-use program renowned in the industry for performing fast financial assessments, with three levels of planning to meet the needs of all representatives
Financial Profiles Professional www.eisi.com Needs-based planning tool that uses your clients' financial information to produce basic-to-complex analyses
WealthView www.albridge.com/wealth
_reporting/wr01.php
Software solution that enables you to consolidate client account information from multiple sources of data and thousands of product companies
Advanced Markets Online Contact Us for more information Suite of tools that helps you create educational client presentations on a wide range of financial planning topics
Laser App Software www.laserapp.com/products-
enterprise.htm
Tool that makes your life easier by importing client information from other electronic sources and automatically populating up to 80% of the application for you.
Morningstar WorkStation advisor.morningstar.com/
goto/htk
Innovative, web-based suite of investment planning tools that combine Morningstar's in-depth, independent investment research, client communications, and portfolio analyses to help you select the most appropriate investments for your clients
Net Exchange Pro www.netxview.com Platform that provides you with online trading capabilities to help you manage your clients' accounts
WebStory Contact Us for more information Online tool that helps you enhance Penn Mutual Illustrator presentations by creating high-quality graphical presentations of your clients' policy information
Client Data Services (CDS) ezdata.com/support/
cds.shtml
Online system that helps you to organize client information, send and save emails, and upload client information onto other systems

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Communication Tools

Communication
Tool
Web Site Description
BizActions bizactions.s3.amazonaws.com
/PAA/index.html
Business-to-business email newsletter service with a suite of integrated tools designed to enhance relationships, increase brand name recognition, generate warm leads, and improve cross-sales opportunities for small to mid-size and multi-location firms
Emochila Inc. www.emochila.com State of the art website design and development for CPAs and accountants providing client portals, prewritten content, and search engine optimization.
ImageOne www.1800imageone.com Web-based software that provides customized client communications to build your practice's image
E-Relationship by
Identity Branding
www.e-relationship.com Software program that provides automatic emails to clients with brief, educational information on a specific topic

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Additional Resources

See the Marketing Products and Services offered by PAA

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