Monthly Archives: October 2010

How the Advisor Management Interface works

As an advisor, you’ll have access to the Advisor Management Interface, where you can manage your search optimized profile, set the calculation assumptions and communicate with prospects who sign up for a Starter Roadmap. You’ll also have access to marketing tools including website buttons and promotional fliers. You can take a tour of the Advisor […]

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Advisors helping their community

Everyone needs an independent financial assessment, right? Boulevard R’s software, branded for financial advisors does just that.  We help advisors better serve their community by providing a quick, meaningful answer to the question “Am I financially on track?” for every person who takes 5 minutes to complete the interactive, visual goals process. On top of […]

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