As an independent adviser, you understand the need for access to competitive technology.  Today, technology affects every aspect of your business, from running an efficient office to dealing and communicating effectively with clients and carrying out their investment needs. At VSR, we put our Reps on a level playing field with the big corporations. We are committed to providing you the tools and resources you need to be more efficient, more effective, and ultimately more profitable.

By becoming a member of the VSR online network, you’ll be connected to our internet, intranet, and premium extranet services—a major advantage in streamlining your operation. If you are an advanced technophile, you’ll appreciate our wide range of options and access. Not a computer geek? You'll find our systems and programs are very user-friendly. And regardless of your level of expertise, our expert and caring Rep Solutions technicians are here to provide assistance with any technology problem or concern to keep your business running smoothly. Free of charge.

 VSRfinancial.com
VSR's public website (http://www.vsrfinancial.com) provides you and your clients with general information and links on Investments, Planning, Research, Market Reports and Commentary, Stock Quotes, Mutual Fund Investments, Supporting Vendor Lists, and many other helpful tips and resources that are all a mouse click away from your computer.

 VSR's Web Portal
As a VSR Rep, you'll receive a username and password for access to our sophisticated Investment Professional's Web Portal (https://www.vsrfin.com). Everything you need to know about dealing with VSR as a Registered Representative can be found on the VSR Portal. 

• Marketing - The Marketing section of the VSR Portal contains privileged product information and profiles on the strategic partners in each product area: advisory services, DPPs, variable annuities and mutual funds, and wealth management. There are also archives of VSR presentations, conference calls and videos, along with the latest VSR Product Bulletin.
• Compliance - Another highlight of the Web Portal is the ease of refrerencing compliance materials - your manuals, updates and procedures are always handy to clear up confusing about the rules and regs. There's also help with licensing and public correspondence, including online tools for making required submissions and advertising uploads electronically.
• Forms - Comprehensive downloadable forms are provided in a user-friendly database or a quick list or groupings for every type of business application.
• AYF (At Your Fingertips) - The AYF tab provides access to VSR's workflow system (VSRayf), which allows Reps to view and track the processing of business at the Home Office. This section also includes trade desk and commissions information, including access to the commissions dashboard (RetrieveMe) where Reps can track their commissions and get their Sales Blotter and Trail Reports.
• Toolbox - A myriad of helpful ideas, services and resources to help you operate and grow your business are offered under this section of the Portal. Included are sections titled: Your Office; Business Development; Roadmap to Millions©; Clearing Firm Information; Technology Partners; and Technology Resources. 

The Home Page of the Portal will keep you updated on the latest news and important information, along with a calendar of current events, delivery of the twice-a-month Friday Flash newsletter, and lots of useful tools. A comprehensive staff directory gives the contact information and responsibilities of each staff memeber so you know who you need to talk to about the subjects that concern you most. Get to know the staff personally and talk to the same person every time

Knowledge is power: get it at the speed of light!

 Tools for Success
Having the right technlogy for the job is key to operating an efficient, effective and profitable practice. At VSR we recognize each Rep's technology must fit their business model. That's why we take a personal approach to each Rep's technology needs.

We'll work with you to understand your business and help you develop the best solutions for you from a wide range of tools we have available. Visit the Tools for Success page to see some of our current options. Need something that's not on our list? Just let us know and we'll help you reseach it and get it if that's what you need.

 Clearing Firm Platforms
You can find out more about our platform information by looking at the inserts on the Relationships page.