Advisors Business Technology & Strategy
Our Advisor Business Technology & Strategy team will provide training on our suite of technology solutions. We know that everyone has different learning styles when it comes to technology, so we base our training on how and when you want to receive information, while never overwhelming you.
- W&R Technology offering / registration
- Personal computer/networking support
- eSuite/eSource (dedicated advisor portal)
- Microsoft Outlook Web Access
- eLearn
- Pershing NetExchange Pro®
- EZ Data's SmartOffice
- COMPASS: Comprehensive Portfolio Aggregation Services
- INVESTMENTPlan
- Profiles Professional
- Financial Planning Calculators
- Forefield Advisor
- Tax Facts and Field Guide Online
- eStub
Compensation and Benefits
Your managing principal will review and explain our compensation package, thereby ensuring you are able to maximize your income potential. In addition, your transition specialist will arrange for you to meet with a dedicated benefits resource to ensure that you fully utilize the benefits provided.
- Payout grid
- Equity comp
- Incentive qualifications
Compensation package review
- Human resources benefits expert
- Subsidized group health insurance
- Subsidized group life insurance
Benefits enrollment
