Financial Advisor Technology

There are more options than ever to set your business up with the tools needed for success. From hardware and office equipment to software and digital tools, Good Life will help you get everything you need to make your life easier and allow you to better support your clients. Learn more about our financial advisor technology solutions, and get in touch today.


What Do You Need?

Whether you’re equipping a new office from scratch or simply need to reassess your current technology, we can help. Our experts can perform an in-depth analysis of your technology needs prior to and following a transition, and we will provide one-on-one support to ensure all your needs are met.

What Do We Provide?

  • Your technology will be 100% compliant according to broker-dealer’s specifications
  • Access to Good Life’s network during and after your transition
  • Ongoing software, hardware, and network support
  • Printing and scanning technology provided for streamlined document handling
  • Ring Central VOIP phone call routing, voicemail, faxing, and softphone capabilities
  • Disaster recovery services provided with minimal disruption to your business

Browse Samples

Browse through our brochure to view a sample of the wide range of equipment we can supply for your financial advisor office.

Advisor Solutions

From premium desktop computers and laptops to phone systems, monitors, and more, we have everything you need to get your work done efficiently. Of course, we also offer access to a full range of financial planning tools and software.

Client Support

From scheduling solutions to a custom CRM setup and digital marketing tools, we’ll get you everything you need to treat your clients to outstanding customer service. We’ll also provide ongoing support to help ensure your firm can continue running with minimal downtime.

Reception

Create a highly efficient reception area with telecom systems, printers and copiers, docking stations, computers and more. We’ll help ensure your assistants are ready to greet your clients and handle all administrative tasks with ease.

Conference

Wow clients and make conference facilitation easier with TVs, conference phones, wireless keyboard/mouse combos, and the latest presentation technologies. We even have solutions to assist with virtual conferencing, allowing you to provide personalized service remotely.


Equip Your Office for Success

Get in touch today to learn more about our financial advisor technology tools and how we can help to set your office up for success!