n an industry that is constantly growing and changing, access to the latest technology is critical to your success as an advisor. We’ve made it our job to provide you with the latest resources to help you service your clients more efficiently giving you a distinct edge over the competition. With a combination of our proprietary systems and tools provided by third-party partners, you will have the technology you need to run your business efficiently right from the start.  These tools include but are not limited to:

  • Client Relationship Management System
  • Financial Planning Tools & Software
  • Customized Client Reporting System
  • Comprehensive Website Access Catered to the Advisor
  • Mobile Device Capabilities

Contact us to learn more about what Kades-Margolis Corporation can offer you with regard to cutting-edge technology!