WEALTH MANAGEMENT and FINANCIAL PLANNING
Money Concepts

| Market Profile | Program Benefits | Program Contacts |

Money Concepts provides wealth management and financial planning services to the banking community.  The firm's proven turn-key business model provides true ownership of the business, independent and non-proprietary products, an integrated technology platform, staff training and education through Money Concepts University.

BACKGROUND

Money Concepts was founded in 1979.  The firm has built a national reputation within the banking community by assisting financial institutions to become significantly more profitable, gain lasting competitive advantages and enhance customer relationships.  Wide-ranging acceptance of Money Concepts' ideas and business tools has resulted in dynamic growth with more than 700 offices globally.

NON-PROPIERTARY PRODUCTS & SERVICES

Money Concepts has access to non-proprietary products and services throughout the industry.  Currently our product portfolio includes more than 24,000 products from over 300 individual companies.

• Wealth Management & Financial Planning
• Estate Planning 
• Insurance – Life, Disability, Long Term Care
• Mutual Funds, Stocks, Bonds
• Discount Brokerage Services
• Real Estate Investment Trusts
• 1031 Exchange
• Annuities
• Hard Assets

TECHNOLOGY SOLUTIONS

Money Concepts Tech-Edge™ is a combination of proprietary and industry leading software.  Each piece is tested to ensure the efficiencies of back-office tasks.  Money Concepts invest millions of dollars in software technology to provide a more efficient and effective value proposition.  The firms' technology solutions include but are not limited to the following:

• LaserApp™
• E-Docs - Our Paperless System
• Webops Blotter
• Client View - Client Relationship Management System, including - Consolidated Client Statements
• Sentinel Report
• Dashboard System - Financial Institution Management Reporting Tool
• MyMoneyConcepts.com - Online Client Account Aggregation and Records Vault
• Tracker
• Morningstar Advisor Work Station
• Net Exchange Pro™
• NaviPlan / Financial Profiles