Advisor Tools for Helping Clients Arrive at a Brighter Future

Every broker-dealer offers a variety of products and services. But do they add value? Are they truly mapped to your individual client goals?

Over the last decade and a half, Valmark Member Firms have worked collaboratively with our internal experts to create unique processes that demonstrate how options compare and fit clients’ personal goals.

These processes often came about because of product or regulatory changes that required a new way of looking at things, be it the advent of Exchange Traded Funds (ETFs), the development of a secondary market for life insurance policies, or adjusting offerings to comply with the Department of Labor Rules.

Today, Valmark Member Firms can call on a team of 100+ service professionals who are hands on and ready to assist, helping them find the best solution for their clients’ needs and get the most out of these innovative tools.


Valmark works with a number of top industry partners to augment, streamline and digitize financial services for our Member Firms and their clients. Below is a short list of just a few of the vendors we partner with to help maximize the advisor-client experience.

Streamline your back-office operations using our proprietary platform for processing new business and service items digitally, including the ability to make financial planning requests and track in-progress cases.

Provide your clients with an enhanced level of service through this one-stop solution for detailed investment research, risk tolerance, and financial planning.
Streamline your process for collecting consulting and financial planning fees through this electronic fee-for-service billing solution.
Deliver comprehensive financial planning no matter how complex your client’s situation is using a single portal with a birds-eye view of aggregated account data for each client.
Enhance your client-facing services using this data aggregation software for your entire book of business along with client-approved performance reporting capabilities.
Store client data and run workflows seamlessly with this financial services-focused Client Relationship Management (CRM) system.
Audit quarterly billing and run ad-hoc performance reports on Valmark Wealth Solutions accounts.
Grow your firm through email and social media engagement with Smarsh’s compliance-friendly archiving solution.
Quickly and easily gather client signatures through eSignature software.
Save time processing paperwork through this forms generation software that quickly and easily populates forms with client data.

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