Money Concepts was founded in 1979.  The firm has built a national reputation within the banking community by assisting financial institutions to become significantly more profitable, gain lasting competitive advantages and enhance customer relationships.  Wide-ranging acceptance of Money Concepts' ideas and business tools has resulted in dynamic growth with more than 700 offices globally.

NON-PROPIETARY PRODUCTS & SERVICES

Money Concepts has access to non-proprietary products and services throughout the industry.  Currently our product portfolio includes more than 24,000 products from over 300 individual companies.

TECHNOLOGY SOLUTIONS

Money Concepts Tech-Edge™ is a combination of proprietary and industry leading software.  Each piece is tested to ensure the efficiencies of back-office tasks.  Money Concepts invests millions of dollars in software technology to provide a more efficient and effective value proposition.  The firms' technology solutions include but are not limited to the following:

• LaserApp™
• E-Docs - Our Paperless System
• Webops Blotter
• Client View - Client Relationship Management System, including - Consolidated
• Client Statements
• Sentinel Report
• Dashboard System - Financial Institution Management Reporting Tool
• MyMoneyConcepts.com - Online Client Account Aggregation and Records Vault
  Tracker
• Morningstar Advisor Work Station
• Net Exchange Pro™
• NaviPlan / Financial Profiles