As a Waddell & Reed financial advisor, you’ll be exposed to new concepts,
master skills and conduct research using a variety of online resources. The
technology we equip you with enables you to tap into industry expertise and
current information, as well as sales and marketing trends. It will at once
make your day-to-day life easier and help you build your business.
eLearn (Pinpoint Global Communications)
eLearn, our learning management system is a virtual classroom delivered via the Internet. eLearn includes live
sessions with real-time application sharing and pre-recorded, interactive,
multimedia events. Each session shows you how to effectively utilize a particular
application such as NETX360™, INVESTMENTPlan, SmartOffice or FOCUSPlan. In addition, eLearn records your progress
so you can easily identify training sessions you have already completed.
eLearn is a key resource for our advisors, providing a user-friendly experience
not only in the area of technology training, but with respect to continuing education
and professional development.
Tax Facts and Field Guide (National Underwriter Company)
Tax Facts and Field Guide provides an up-to-date
resource for issues surrounding the tax implications of your clients' investments.
With essential references covering investments, insurance, annuities, charitable
giving, education funding, retirement plans, employee benefits and more, Tax Facts
and Field Guide provides expert answers and makes it easy to find what you need.
This online service includes a wide array of calculators, comprehensive charts and
detailed alerts to support a variety of financial planning issues.
Forefield Advisor is a sales, education, and client communication
tool that enables you to deliver current, concise and compliant information to your
clients while saving you valuable research time. This robust application provides
access to more than 3,000 resources made up of over 2,300 articles, 200 illustrations
and tables, 200 interactive calculators and over 400 presentations. Resources are
organized by 17 life events and 10 financial goals. Forefield Advisor allows you
- Receive e-mail alerts on a variety of topics including recent legislation and industry changes, market events and sales opportunities.
- Create marketing presentations across a variety of financial planning topics that are easily customized.
- Explain complicated planning strategies and financial concepts using consumer friendly materials.
- Fulfill your continuing education requirements using Forefield's CE Service.
- Create customized, FINRA-reviewed, and fully branded newsletters for clients, including both PDF and HTML e-mail versions.
Waddell & Reed's innovative suite of technology, responsive service and flexible
resources seamlessly combine to make your challenging job a little simpler. We believe
that with this added efficiency comes the ability for you to provide more sophisticated
and focused client service. We give you the right tools, ensure you understand how
to maximize their power and help you keep them running smoothly. When technology
is done right, it makes all the difference.