Broker Check

Technology Tools


SmartStation—this technology increases Financial Advisors’ productivity by simplifying and
streamlining their daily activities. SmartStation’s resources include:

  • Client Dashboard
  • Client Relationship Management
  • Investment Planning
  • Trading Tools
  • Research & Market Data
  • Portfolio Analytics
  • Financial Calculators


SmartStation supports Financial Advisors’ investment planning needs with guidance and services, including the Envision® process. This proprietary planning approach is a powerful tool for engaging new clients and augmenting existing relationships. It allows you to help bring new clarity to clients’ life goals and enhance their confidence in achieving them.

Envision methodology:

Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing, varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between.*

*The projections or other information generated by the Envision plan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC © 2007-2019 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and not directly affiliated with Cutter & Company, Inc.

Client Financial Review

This software provides an easy to understand overview of a client’s financial picture. Helping clients understand where they stand in relation to achieving their goals. Perfect for clients that are just starting out on their investment journey or those with less complex investment profiles.

Portfolio Design Center

Simulate how different changes to your client’s portfolio may impact alignment to the stated investment objective’s strategic model.

Research and Market Data

ResearchCenter, available via the SmartStation platform, provides the latest research from third-
party providers such as Wells Fargo Securities, Evercore, and Morningstar for recommendations on equities,
fixed income, and funds, as well as access to market insights from the Wells Fargo Investment
Institute.*  Wells Fargo Investment Institute offers timely strategies to help investors work
toward their financial goals.

*Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

¹First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  1-800-536-8770