Sequent
Advisors

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Sequent Planning






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Sequent Advisor Portal

Advisor Engine
Workstation, CRM
Performance Reporting


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Microsoft Logo

Outlook Email Portal

An online Outlook email portal you can use if you do not have Outlook on your computer!

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Nitrogen

Risk
Portfolio Comparison
Proposals



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InvestorCom

DOL Rollover Decision Tool





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ShareFile

Secure Files
System Training




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NexTek

Social Security ...Maximization
Compass Report
Financial Overview
Campaign Builder

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Schwab

Custodian Resources





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MyRepChat

Prospect & Client Chat
Prospect & Client Text Messaging



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Compliance Portal

Upload Marketing Reviews
Annual Attestations
Link Outside Brokerage ...Accounts

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Advisor Email & Website Pricing

Email setup and service
Website setup and hosting



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