Powerful tech tools that help you manage and grow your practice — and collaborate with your clients
We’ve invested $500 million into our digital strategy — evolving our technology to make you more productive and elevate the client experience. As an Edward Jones financial advisor, you have a full spectrum of powerful tech tools to support your practice. But more important than any one tool is how they all work together. Seamless, integrated, with easy interfaces for both you and your clients — so you can both focus on achieving their most important financial goals.
Associate Testimonial
I used to have to spend 5-10 minutes of an annual review with an existing client going through every single line item they have outside of Edward Jones. Now that they’re able to link those outside accounts to Financial Foundation — it’s a huge time saver.
David Tam
Financial Advisor – San Diego, CA
I have a full suite of planning tools that allow me to help the client focus on what is most important to them—whatever that is.
Alyssa Jennings
Financial Advisor – Overland Park, KS
There’s a lot of transparency and a lot of information available online for our clients. At the click of a button, my clients can see their annualized returns.
Krishna Kumar
Financial Advisor – Wilmette, IL
Manage:
Tech that boosts your productivity — so you have more time to grow client relationships
Our financial advisors enjoy the efficiency and time savings that come from an integrated tool suite where all systems talk to each other. Clients can easily link outside accounts for a holistic view of their financial picture — and account information is updated in real-time. Everything works well together. Everything you need to serve your clients is all in one place and easy to access from anywhere.
Financial Foundation
Financial Foundation is Edward Jones’ proprietary tool to help clients plan for their needs and goals and see exactly where they are on their financial journey. Together, you can review client goals, time horizon for each goal and personal risk tolerance — then develop specific action items to help your clients achieve their goals on their schedule.
- Significantly decreases the time it takes for you to enter client data and generate reports
- Links to outside accounts to provide complete view of client’s assets
- Provides real-time snapshot of goals and progress meeting them
- Uses probability analysis to show your clients if they are on track to meet their goals under different market scenarios
- Makes it easy for clients to see how little changes can make a big difference — and work with you to make adjustments as life changes come along
Remote System Access
Remote system access gives you the power to work anywhere and access everything available at your branch office. At the park with your kids and need to respond to a client text? No need to return to the office to look up account information — just check your mobile app. In the office, working remotely or on the go, our tech is there for you — so you can be there for your clients.
Secure Client Communications
Use e-signature to get important documents signed via email. Confirm updating a client goal with a text. Schedule an account review via Zoom. Our technology makes it easy to communicate with clients, keep them on track with their goals, and grow your practice.
- E-signature via email
- Secure text messaging
- Zoom meetings
Customer Relationship Management (CRM) Software
Track every contact you’ve had with a client, create proactive contact plans, use relationship grouping, customize viewing options. Our CRM software gives you a complete picture of your client interactions, helping you build better relationships and stay focused on client goals.
Grow:
Digital client creation tools help you find your next best clients — and keep you focused on what matters most
Investors increasingly want to engage with their financial advisors through digital technology. They also want a trusted relationship with a financial advisor looking out for their best interests. Our digital tools are designed to facilitate meaningful conversations to help you discover what’s important to your clients — both existing and new — so you can build deeper relationships and help them achieve their goals.
Client Attraction Marketing Hub
Imagine if you could easily . . .
- Run a digital media campaign to target your ideal prospective clients in acertain geography
- Build and customize multiple marketing materials all at once
- Access reports to see how your branch is performing
We designed a turnkey solution – a new Client Attraction Marketing Hub where you can easily explore proven marketing resources and activate local marketing strategies all in one place. The new hub provides easy, centralized access to tools to improve your digital presence, find new ideal clients and generate leads, and engage and nurture prospective clients currently in your pipeline.
Client Attraction Marketing Hub Tools
Collaborate:
Easy access to account information and goals tracking keeps you both on the same page
When you and your clients have real-time access to account and goals-tracking information, it creates a seamless experience that virtually eliminates any chance that their wants and needs get lost in translation. A beautifully matched partnership in which you are in synch, communicating and continually collaborating to achieve their goals.
Client Online Access and Edward Jones Mobile App
Our Online Access desktop tool and Edward Jones app give clients easy, 24/7 access to their account information so they can safely and securely track their progress toward achieving goals and discuss possible changes or new goals with their financial advisor. Functionality allows clients to securely communicate with their Edward Jones team, view important documents, electronically sign documents, transfer funds and pay bills online.
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