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The Ziegler Companies, Inc.

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  • Technology

    We believe that effective practice management tools can help take our financial advisors to the next level. We have sought-out industry leading partners to provide tools to help you manage your practice efficiently.

    NETX360

    At the core of Pershing’s professional access solutions, NetX360TMoffers one complete technology solution to efficiently manage your entire business, whether it is commission or fee. This revolutionary, online platform enables you to access account information, place orders and get the latest tools, quotes, news and research to allow you to perform at your best.
    PriceMetrix

    The PriceMetrix® ValueOne Program helps Financial Advisors improve the quality and increase the value of their book of business.
    Morningstar
    		 All financial advisors have Morningstar® Research on their desktops. In addition, all advisors have Argus® Research and Standard & Poors® reporting on the desktop.
    Salesforce
    		 The world's #1 sales application

    The Sales Cloud puts everything in one place. It’s as easy to use as your favorite consumer Web sites and the information you care about most gets pushed to you in real time. Suddenly, sales success is not only possible, it’s easy.
    MoneyGuidePro MoneyGuideProTM is an industry leading financial planning program. Designed with the client in mind MoneyGuidePro allows financial advisors to work smarter, and provide a comprehensive, but easy-to-understand financial plan.


    Lockwood Lockwood Advisors, Inc. (Lockwood), an affiliate of Pershing LLC, is a leading provider of managed account solutions. Lockwood, along with its affiliate Lockwood Capital Management, Inc., offers financial advisors access to a broad spectrum of fee-based advisory solutions, including:
    • Separately managed accounts
    • Advisor-directed mutual fund/ETF wrap portfolios
    • Discretionary unified managed account
    • Discretionary mutual fund/ETF wrap portfolios

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