INVEST Financial Corp.

INVEST Financial Corp.

A subsidiary of National Planning Holdings Inc.

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12750 Citrus Park Lane, Suite 300

Tampa, FL 33625

(800) 242-4732

investfinancial.com

Year founded: 1982

Year end: Dec. 31

For More Information

CEOSteve H Dowden
Recruiting Contact
(800) 245-4732
E-mail

Rebecca Gumley
(813) 880-5225
E-mail
Compliance ContactJason Albino
813-880-5300
E-mail
Marketing ContactTracy Forth
(800) 245-4732
E-mail
Technology Operations ContactSam Sastre
(800) 242-4732
E-mail

Technology

Social Media & Mobile
Allows advisers to use social mediaY
Social media sites allowedFacebook
LinkedIn
Twitter
Dedicated mobile application for advisers?N
Primary purpose of mobile application
Software Offered
Account aggregation software Albridge Wealth Reporting (Albridge, an affiliate of Pershing)
eMoney 360 (eMoney Advisor)
Built in house/Proprietary
CashEdge
Compliance software RegEd
Built in house/Proprietary
Erado
CRM Ebix CRM Smartoffice (Ebix)
Grendel Online (Big Brain Works LLC)
Redtail CRM (Redtail Technology)
Salesforce CRM (Salesforce.com)
SmartOffice (Ebix)
Desktop based CRMs
Document management Redtail Imaging (Redtail Technology)
Financial planning Cheshire Wealth Manager (Cheshire Software Inc.)
Easy Money (Money Tree Software Inc.)
eMoney360 (eMoney Advisor)
Finance Logix (Envestnet)
Golden Years (Money Tree Software Inc.)
MoneyGuidePro (PIEtech Inc.)
Morningstar Advisor Workstation (Morningstar Inc.)
NaviPro Planning Suite (Advicent, formerly Zywave)
Silver Financial Planner/Silver Online (Money Tree Software Inc.)
TOTAL Planning Suite (Money Tree Software Inc.)
3D Asset Management Income Conductor
BetaVest ClearPath
Center for Fiduciary Management [FiRM]
fi360
RetireUp
Riskalyze
The Income for Life Model
The Retirement Analysis Kit [TRAK]
Torrid
Portfolio management Albridge Wealth Reporting (Albridge, and affiliate of Pershing)
Morningstar Office (Morningstar Inc.)
Built in house/Proprietary
In house advisory platform is built on Envestnet
Portfolio rebalancing Advisor Rebalancing (Envestnet/Tamarac)
Robo-advice
Offers robo-advisory platform?N
If not, when plans to offer a robo-platform
Robo-advice services offered
How robo-platform developed
Charge for robo-advisory services?
    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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