Getting Started with Asset Dedication Step 1 of 6 16% Name First Last Email PhoneAre you the main operations contact (for paperwork, account, trading issues)YesNoMain Operations Contact InformationName First Last Email Phone Firm ProfileFirm NameFirm Type RIA Family Office IAR BD Rep Hourly Planner Broker Dealer Name (if applicable)AUMAddress Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Website Year the Firm was FoundedNumber of EmployeesFirm CRD# Investing InformationAsset Allocation ApproachStrategicTacticalDynamicTime Segment/BucketType your own descriptionCustom Asset Allocation ApproachFinancial Planning Services Comprehensive Wealth Management Retirement Planning Income Planning Investment Management Type your own description Financial Planning Services CustomWhat types of investments do you use? Mutual Funds Individual Bonds Separate Accounts ETF's Individual Stocks Alternative Investments Other Other types of investments usedWho do you have custodial relationship(s) with? Asset Dedication ServciesSelect the services to be provided by Asset Dedication Unified Portfolio Unified ETF Portfolio Defined Income Portfolio Outsourced Portfolio Management Administration Would you like Critical Path reporting?SelectYesNoWould you like a white labeled client portal?SelectYesNoWould you like white labeled client reports?SelectYesNoPlease upload your logo Fee InformationSelect your fee style(s)? Tiered Blended Tiered Flat Flat Minimum Fee Hourly Retainer How do you charge fees? In Advance In Arrears Fee Disbursement InstrustionsBank NameAddress Street Address City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Account NumberRouting Number What are your Key Software Systems?CRMNoneSalesForce w/AppCrownSalesForceRedtailJunxureAct!ProTrackerEbixCRMGoldmineACT4AdvisorsAdvisors AssistantSalesForce w/XLR8Morningstar OfficeIAS Solution 360Advisor CRM by TamaracRebalancingNoneTamaracEnvestnetASITotal Rebalance ExpertiRebalRedBlack Rebalance ExpressNorthfield RebalancerTradeWarrioreAllocatorOtherFinancial PlanningNoneMoneyGuideProeMoneyMoneyTreeFinancial ProfilesNaviPlanSunGardFinanceLogixFinancewareWealthTecOtherDocument ManagementNoneDocuPaceRedtailLaserfichePaperPortWorldoxPershing/iNautixNetDocumentsDropboxBox.netCEOImageCabinet NGDocuXplorerOtherPortfolio Management & AccountingNoneTamaracPortfolioCenterMorningstar OfficeAlbridgeOrionAdvent/BlackDiamondAdvisors Assistant OtherInvestment Policy Statement (IPS)Would you be interested in leveraging Asset Dedication's Technology Platform?SelectYesMaybeNoWhat day is good for a demo? Time : HH MM AM PM
