Janney has developed award-winning tools for both client management and business management.
Janney has created an integrated technology platform to help you deliver extraordinary advice and service to your clients. The planning, investment modeling, trading platforms, and performance review systems are designed to work together to help you create and implement the most appropriate financial solutions for your clients.
Client Splash Page
This Janney-designed page integrates key client data with related information on other systems
- One easy to use tool
- Asset allocation
- Review gains & losses
- Performance snapshots
- Capture & review notes
- Upload data to other planning tools
The Janney FA Dashboard is designed to help FAs analyze and plan their business with in-depth analytics and reporting
- Review production
- Assets under management
- Performace snapshots
- Filter by account
- Filter by household
"We sought out a firm with an integrated technology platform that would help us deliver extraordinary advice and service to our clients. Janney recognizes the value in investing in platforms that provide clients and advisors with a high-end user experience."
Michael Porter, Senior Vice President, Formerly with Morgan Stanley
Award Winning Technology
WealthManagement.com 2018 Outstanding Technology - Broker-dealers Under 1000 Financial Advisors
Information Week Elite 100 2016
Computerworld Premier 100 IT Leaders 2014
CIO 100 2013 Honoree
Janney provides programs to work together to help you create the right financial solutions for your clients.
Advicent NaviPlan Modular Financial Planning
Powering Janney's comprehensive Financial Planning platform, as well as its proprietary RIE Retirement Income Evaluator, Advicent's NaviPlan platform empowers the Financial Advisor to initiate a holistic approach to client data collection and financial planning.
Retirement Income Evaluator
This tool helps FAs show and track progress toward a client's retirement. The RIE aggregates assets into a comprehensive look at retirement. The tool can be used in client presentations to model the effects on the plan when the advisor changes asset allocation, uses annuities and/or changes retirement goals.
The Client Reporting tab gives FAs and teams the ability to create on demand performance reports for clients with over $100K of household assets or clients with fee-based accounts. Reports can be run as of previous days' close or last business day of every month, for one account or specified account groups, and the FA has the ability to select which pages to include.
Contact Management System
Janney's CRM is designed to help advisors and teams leverage time in servicing existing and prospective clients. The system allows FAs and their team members to schedule meetings and tasks tied to individual clients and record it to the client's history. Once the activity is completed, a time stamped record will be attributed to the client/prospect record.
Morningstar Portfolio Planner Advanced
Morningstar Portfolio Planner Advanced is the industry standard in modeling asset allocations using individual securities, ETFs, UITs, and Mutual Funds. By integrating with the Janney Client Splash page, advisors can quickly transition from analyzing current accounts to proposing changes in client portfolios.
Vestmark Trading is a web based trading platform designed to help advisors efficiently trade in their discretionary Pioneer and Compass model portfolios and block-trade across multiple accounts. Filterable heatmaps and other trading tools increase efficiency and help determine models or accounts that are drifting from their target allocation.