We are serious about technology, but realize that we are in the business of serving financial professionals, not developing software. To serve your practice management and technology needs, AFP has employed an array of “best of breed” solutions from industry leading technology providers and developed an integrated, scalable solution that allows you to adopt only the services that you really need to run your business effectively. PRAXIS: Practice Management Suite
Is our single sign on "dashboard" that offers access to resources including email, forms, firm resources, market data, internal communications, meetings & events, product information, compliance and more. At the core of Praxis are the individual practice management applications, all accessible with a single click of your mouse. These include Albridge Wealth Management, DST Vision Pro, Redtail, Morningstar Advisor Workstation, Forefield Advisor and more. In addition, other applications from providers like Emerald Publications, EISI, and Moneyguide Pro are offered "a la carte" with AFP discounted pricing. Praxis will help you build your business, streamline operations and give you more free time to spend elsewhere. REPERTOIRE: Your Window Into The Back Office More than just a back office and commissions system, Repertoire gives AFP advisors a view directly into AFP’s back office and the data that is delivered from clearing firms, fund companies, insurance carriers and more. The
representative sees exactly what the home office sees.
This immediate transparency allows the representatives to track new business, check for pending requirements, and resolve outstanding issues before they become delays. Comprehensive reporting features will allow the user to sort commissions, expense and licensing information to assist in practice management and Repertoire’s work flow capabilities can help to streamline administration and reduce the time spent on forms and paperwork.

 

Repertoire

Repertoire Fact Sheet [+]

Repertoire 2 [+]

Praxis

An Introduction to AFP's Practice Management Dashboard

Coming Soon:

HOME OFFICE:

5187 Utica Ridge Road

Davenport, Iowa 52801

563.326.2064

CHICAGOLAND OFFICE:

3250 Lacey Road, Suite 130

Downers Grove, IL 60515

630.407.0400

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