Technology for financial professionals is like DNA. Each representative’s needs are unique. How can a predetermined platform be a fit for everyone?
Together with our partners, we provide access to the essential tools to support your thriving business. You choose what is right for your practice.
The way you do business has evolved, and whether you are doing business virtually or more traditionally, ONESCO understands the important role of technology. We take a unique approach in how we work with you. Our goal is to equip you with access to a comprehensive suite of superior services specifically tailored to your needs including:
Rather than forcing technology – and its costs – on you, our three-tiered Business Services Package gives you freedom of choice and provides you with access to a comprehensive suite of superior services. The Business Services Package includes access to state of the art technology as well as other resources essential to the success and growth of your business such as:
Free services
Morningstar Annuity Intelligence
Quik!
Production based services
Albridge
NetX360
Discounted services
Client Relationship Management
Financial Planning Tools
And, more!
Our Technology Consulting team will work to help you develop your own technology strategy. We'll provide guidance and expertise every step of the way. We’ll help you:
ONESCO's Business Services package allows you to choose the technology and services to support your independence.
