Calton’s technology platform is designed with financial advisors in mind. Less time spent on operational issues translates to more time meeting with clients and planning for the future. Each of our tools is designed to make it easier for you to do business.
CAL-NET is your home for all of the Calton resources needed to operate your business on a day-to-day basis. The portal provides quick and easy access to our technology tools, forms library, marketing and compliance information and many other important resources.
Clearing Firm Technology
Our clearing firms offer state of the art technology, allowing you to quickly and easily service your clients:
Hilltop’s AdvisorEXP dashboard provides easy access to client trading and account information. Hilltop’s ClientEXP system provides clients with online access to account information and trading.
National Financial’s Wealthscape broker-dealer workstation allows advisors to manage business easily and efficiently from anywhere with 24-7 mobile access. The client-facing Wealthscape Investor platform provides a single point of access to account information on desktop and mobile devices.
Calton seeks out strategic partnerships with leading financial services oriented technology firms. And we are always on the lookout for innovative technology that will help our advisors operate more efficiently. Here are some of the popular technology providers that we have established relationships with:
- Redtail Technology CRM
- Laser App form filling software
- Artisan Repertoire
- Sharefile for Financial Services cloud storage for advisors and clients
- eBridge document solutions
- DST Vision Professional data aggregation
- Envestnet data aggregation
- Envestnet Retirement Solutions platform