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Comprised of two portals - Advisor Net and Investor Net - WorldPort provides a platform that is collaboratively accessed by advisors, investors and corporate administrators.
Through the Advisor Net, advisors have access to tools, services, business and client information, in addition to our customized order management system - while investors, through the Investor Net, can view their individual financial situation at a glance.
Managing Your Practice Just Got Easier
Built with advisors for advisors, WorldPort Advisor Net was designed to provide time saving advantages by centralizing a core set of practice and order management tools, addressing - client management, compliance, marketing, sales, reporting, data mining, order placement and planning.
SERVICE. ACCESS. RESOURCE.
This unique combination of tools and centralized database presents a succinct and clear picture of your practice, which enables you to streamline your business; and a concise view of client assets and liabilities, which allows you to identify appropriate product and service offerings.
WorldPort delivers the type of tools that progressive and established advisors operating sophisticated practices benefit from, while supporting the continued growth of your business.
A Desktop That Offers a Snapshot of Your Practice
The Advisor Desktop is your WorldPort Advisor Net landing Page. Designed to provide you with a well-organized snapshot of your practice, the Desktop consolidates your 'Top 10 Clients', team information and business tools on one-page. You can quickly view your clients by Total Assets, Assets held with Worldsource Financial Management or by Maturity. The Advisor Desktop also enables you to quickly review communication from the Worldsource head office, determine 'What's New' to WorldPort, generate reports, review and update team information for both the Advisor Net and Investor Net, in addition to providing quick access to User Guides.
The Advisor Desktop philosophy is to streamline administrative tasks and ensure accuracy, by simplifying access to resources and information, resulting in more time for you to serve your clients and build a book of business, profitably.
Commitment to Supporting Off-Book Assets
Being able to track and view a consolidated report of total managed assets is essential in advisors' being able to fully service their clients. WorldPort's platform supports the administration of off-book assets, which is unique to the industry. External assets are clearly identified, allowing you to distinguish between and generate reports for those assets held with Worldsource Financial Management and third parties.
Much More Than a Technology Platform
WorldPort is not only a platform that provides financial information, it is an opportunity for you to leverage your brand and enhance your client relationships.
WorldPort's unique custom branding solutions enhance the WorldPort experience for both your team and clients. Tools housed in the Advisor Net make it easy for you to take advantage of these solutions, allowing you to add a photo, logo, web banner and welcome message to the portals, in addition to choosing colour schemes that best reflect your personal brand.
Providing enhanced services and communication helps you to strengthen client loyalty. WorldPort's tools - such as life goal assessment, account management, cash flow analysis and client collaboration - engage your client's in their financial plan and help to uncover goals and key information needed to personalize plans.
Training Designed to Meet the Needs of Business
Worldsource Financial Management understands that learning a new system can be daunting and any unnecessary down time can be costly to your business. With this in mind we have made every consideration in designing and delivering training to meet your needs and enhance your experience with WorldPort.
The Worldsource Financial Management Training & Development Team is proactive in delivering branch-training sessions to streamline your transition to WorldPort. Complimenting this dedicated team is an extensive library of innovative and user friendly materials available to you 24 x 7.
WorldPort's Education Center is your on-line resource for Guides, Interactive Training Modules and Videos. Combined, our Training and Development Team and on-line resources will have your practice operating more efficiently than previous systems have allowed.
At a Glance
| Client Management |
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| Data Mining |
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| Marketing |
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| Reporting |
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| CRM Tools |
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| Market Watch |
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| Order Management |
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| 3rd Party Links |
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Provide Your Clients with a Collaborative Personal Financial Management Tool
Developed to compliment your practice, the WorldPort Investor Net offers a tremendous opportunity for you to provide your clients with access to value-added resources and services that will set you apart. As a suite of investor tools, it provides your clients with a consolidated view of their financial information, in addition to providing optional Goal and Budget Management tools.
Jointly managed by you and your client, WorldPort Investor Net enables the sharing of data in a secure environment and combined with its CRM and communication tools, allow you to easily collaborate with clients to establish and monitor financial plans, life goals and client finances.
At a Glance
| Personal Financial Management |
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| Accounts Management |
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| Life Goal Planning |
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| Cash Management & Budgeting |
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| Client Center |
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