OAKDALE, Minn.--(BUSINESS WIRE)--Woodbury Financial today announced the successful rollout of Advisor Group’s proprietary VISION2020 Advisor Portal (Advisor Portal) to its nearly 1500 advisors. Advisor Portal is a single sign-on website that provides advisors access to client account information through Advisor Group’s exclusive VISION2020 account platforms, personalized news and alerts and much more.
“Woodbury Financial is now part of a network that has invested in one of the industry’s leading technology platforms, and our advisors have been eager to gain access to all the tools and services Advisor Portal has to offer,” said Pat McEvoy, President and CEO of Woodbury Financial. “Since joining Advisor Group, one of our primary goals has been to deliver this important, valuable tool to our advisors. We have seamlessly transitioned our advisors to Advisor Portal, as well as many other tools and services offered at Advisor Group, and I’m confident that access to cutting-edge technology will help our existing advisors grow their businesses and allow us to recruit even more advisors to our firm.”
Advisor Portal is a dynamic, customizable, intuitive web portal that integrates resources and aggregates information, allowing advisors to conduct business quickly and efficiently. Advisor Portal also includes sophisticated wealth management software, social media capabilities, comprehensive tools and resources for fee-based advisors and mobile access and technology.
“Advisor Portal is the cornerstone of our open architecture philosophy,” said David Ballard, Executive Vice President and Chief Operating Officer, Advisor Group. “With unparalleled access to products, client information, proprietary research and more, we strive to provide our advisors with the industry’s leading technology and will continue to invest heavily in our open architecture platform.”
While Woodbury Financial advisors have complete access to Advisor Portal’s many offerings, advisors have been especially pleased with particular features, including the electronic business submission tool, a greatly expanded product platform, investment and analysis tools designed to help manage client’s individual portfolios and the comprehensive wealth management platform. Woodbury’s advisors have also gained access to unique business building programs offered at the local and national levels, a robust webinar series and on-demand training. Advisor Group is currently working to launch its well-regarded Wealth Management Platform to Woodbury Financial advisors later this month.
Advisor Group was recognized in 2011 and 2012 by InformationWeek 500, an annual listing of the nation’s most innovative users of business technology.
Located in Oakdale, MN, Woodbury Financial Services has nearly 1,400 independent representatives throughout the U.S. Woodbury Financial’s roots date back to 1910 with Montana Life. Woodbury Financial joined Advisor Group in 2012.
Advisor Group is one of the largest independent broker-dealer networks in the country and consists of FSC Securities Corp, Royal Alliance Associates, SagePoint Financial and Woodbury Financial. These independent broker-dealers, with more than 6,000 independent financial advisors, are all wholly-owned subsidiaries of Advisor Group and Members FINRA/SIPC.
