Welcome to Questar
Our Vision: At Questar Capital, we make a positive difference for our representatives and the people we serve. For our independent representatives, Questar Capital represents freedom. The freedom to run your business the way you want, the freedom to grow and the freedom to succeed.
Formerly MarketingLibrary.net Compliance Approval for Everything: The world’s largest library of compliance-reviewed materials.
- Upload all your Advertising directly here for Questar Approval
- Have a Website that needs approval? Submit it here
- Have a letter or solicitation for client’s and potential clients? Submit it here
- Download content and send out marketing materials instantly
- Keep in contact with clients and prospects in a compliance-friendly application
Laser App for the Advisor/Rep Most financial planners have their customer data somewhere. And most planners are stuck filling out forms. Laser App Enterprise uses the data you already have to prefill forms for most of the companies you work with. Locating the forms you need from multiple websites is tedious and time consuming. Laser App keeps all of your forms centrally located and updated, so you don’t have to search your broker-dealer, fund company, insurance, annuity, or custodian websites. Join over 100,000 other users and complete paperwork the easy way.
How would your business change if SmartOffice helped you to:
- Build Stronger, more profitable client relationships
- Improve client retention and safeguard your book of business
- Download and manage your client’s investments and policies to keep them on track
- Track your client’s insurance policies to provide a consolidated view of holdings
Member BenefitsTrack your investments, access daily market news and commentary, view basic stock and fund data, interact within articles and forums.
- Basic Portfolio Manager
- Morningstar Financial Data Basic Access
- Article Archive Library
- Discussion Board Commenting
Using Technology to Expand Your Practice Advisors are looking for technology to differentiate themselves. They also want to make their practices, and their lives, more efficient. Albridge Wealth Reporting (AWR – a Web-based solution) consolidates client account data from hundreds of diverse sources, giving an advisor the ability to access important client information instantlyfrom anywhere, at anytime.
Interested? We would be happy to provide you with more details about our company and what we can do for you.
Contact us at 727-579-9956 or use our contact form.