WestStar Financial Group

CONNECT

Address:

8625 SW Cascade Ave, Suite 104
Beaverton, OR 97008

Phone:

503-521-7249

Fax/Other:

503-530-8543

Tools & Software

Discounts and benefits presented exclusively to Voya Financial Advisors. 

Albridge® Solutions

  • Description:  Consolidated performance reporting.
  • Price/Discount:  Varying levels of reporting functionality.
    Basic $50, Standard $100, Enhanced $150
  • Location:  Single sign-on through Smartworks. 

Dow Jones MarketWatch

  • Description:  Research stocks and mutual funds directly from Voya SmartWorks including quotes, charts, news and company financials.  Use the integrated stock screener to help narrow down specific securities options for a client’s portfolio.
  • Price/Discount:  Free 
  • Location:  Single sign-on through Smartworks. 

eMoney

  • Description:  Create a branded portal for your clients to keep track of their financial lives. This includes the ability for clients to link their financial accounts that are held away. eMoney also includes a variety of needs analysis and financial planning features.
  • Price/Discount:  360 Pro, $3,200.00, per year.  360, $2,400.00, per year

Imaging Solutions

  • Description:  Take your business paperless with the Voya SmartWorks imaging solution.  With the imaging solution, you can capture (scan), store, and retrieve paperwork from anywhere with an Internet connection.
  • Price/Discount:  Free  
  • Location:  Single sign-on through Smartworks. 

Laser App™

  • Description:  Seamlessly populate forms with client data with this forms management program.  For more information, please call 800.985.2174
  • Price/Discount:  New users: $249.00.  Annual renewal: $299.00.  Discount Code: voyafa.
  • Location:  http://www.laserapp.com/ 

MoneyGuide Suite

  • Description:  This trio of tools includes a full-featured client suitability and investment analysis program, financial planning program, and asset allocation program, all which seamlessly transfer client data from Voya SmartWorks.
  • Price/Discount:  Free
  • Location:  Single sign-on through Smartworks. 

Morningstar® Advisor Workstation

  • Description:  Analyze clients' portfolios of mutual funds, stocks, VA/L, ETF, and closed-end funds with industry-leading investment research and hypothetical illustrations, which seamlessly transfer from Voya SmartWorks.
  • Price/Discount:  $2,000.00 per year.  
  • Location:  Single sign-on through Smartworks. 

NetExchange Client®

  • Description:  Innovative and intuitive investor platform at your client’s fingertips day and night, offering instance access to client portfolio holdings, account activity and balances, along with order status.  Your client can also view account and tax statements, trade confirmations and more online.

NetX360®

  • Description:  Client Brokerage account management system.
  • Price/Discount:  Free for basic program.  Additional content at cost.
  • Location:  Single sign-on through Smartworks.   

Online Account Opening

  • Description:  Complete forms solutions.  Take advantage of form bundles created for you and create your own personalized bundles.  Easily print your forms with barcodes so they can be uploaded and submitted to the BD or keep the forms electronic with our signature solution.
  • Price/Discount:  Free
  • Location:  Single sign-on through Smartworks. 

Morningstar Annuity Analyzer

  • Description:  Research and compare variable annuity contracts, find information on historical contracts, and simplify 1035 exchange form requirements in compliance with FINRA Rule 2821.
  • Price/Discount:  Free
  • Location:  Single sign-on through Smartworks. 

Hearsay Social

  • Description:  Hearsay offers you the ability to market yourself online as well as to communicate in a real-time and interactive manner.  Through both their Social Media and Messages platforms, you will be able to reach new clients and develop relationships while on the go.  Hearsay Social provides the ability to leverage social media to grow your business and raise your profile among clients and prospects. Hearsay Social’s solution makes it easy to share engaging content that speaks to your audiences, all while remaining compliant with industry regulations and company policy.
  • Price/Discount:  Messages $45/mo, Social $48/mo, Messages + Social $88/mo.
  • Location:  Single sign-on through Smartworks followed by Request Hearsay Access.     

Automatic Referrals Jumpstart Program

  • Description:  Horesemouth teleseminar teaches reps how to trigger referrals.  For more information, call 888.336.6884, ex. 1.
  • Price/Discount:  $399.00 money back guarantee
  • Location:  Single sign-on through Smartworks

Voya Presents/Financial Healthcheck

  • Description:  Suite of software tools to help reps illustrate life insurance and annuity products.  Advanced Markets Online and a needs-analysis system are also included.
  • Price/Discount:  Free
  • Location:  Single sign-on through Voya for Professionals, Discounts, Technology

Approved Website Host

Broadridge Advisor Solutions

  • Description:  Increase your visibility, serve new and existing clients, strengthen your image - and leave the work to Broadridge Advisor Solutions (formerly Emerald Connect). With a customized website from Broadridge, you will be able to offer your clients and prospects timely articles, financial calculators and interactive e-Seminars. our site can also include multiple quote-request forms, a refer-a-friend link and many customizations including your photo, logo, title and more.

Because of our strategic relationship with Broadridge Advisor Solutions, we are able to offer our financial professionals a discounted rate on Broadridge's newsletters, websites, email marketing, search engine optimization products, and seminars.

  • Pricing/Discounts: 
 

Seminars:

25% discount off retail pricing; 15% off workbooks

 

Newsletters:

12% discount on full service

 

Websites:

$99.00 set-up; $44.95 monthly

 

AutoMark:

$99/setup; $53.99 monthly

 

Direct mail:

$0.05 off each piece

Website enhancement services: A la carte is $150 setup for each product; $60 monthly

Digital Advisor Platform: Includes website, email marketing and both SEO products for $129 a month with no setup fee

  • Location:  Contact 800.233.2834 and ask to speak with a technology consultant.

Smarsh

  • Description:  If you've never had a website, there's never been a better time than now! With varying levels of site features and prices, the Smarsh program includes the right alternative for everyone. With custom designed templates, background information and product and services pages, financial calculators, links to other financial information sites and more, you can provide as much information as you choose to current clients, while also marketing yourself to prospects. A library of pre-approved content makes it easy for you to keep your site updated and fresh.
  • Location:  Visit Smarsh websites for more information.        http://www2.smarsh.com/SmarshSites

 

Office Administration

Best! Corporate Stationery, Inc. (BCSI)

  • Description:  Personalized stationery products (not available for DBAs). Register at Best Corporate Stationery Inc. (BCSI)
  • Price/Discount:  Business Cards: $500 for $19.75.  Letterhead: 500 for $65.00.  Envelopes: 500 for $73.15.
  • Location:  https://store.stationeryorders.com.  Log in for the first time with User Name VFAstationery and Password Password1.  You will then be asked to create your personal ID.

UPS – Overnight Mail

  • Description:  Sign up for a UPS account and receive the Voya agent discount. UPS shipping discounts are yet another benefit that Voya is making available to you as a registered representative with Voya Financial Advisors.  
  • Price/Discount:  Discounted Rates.  To sign up for a UPS account under the Voya discount agreement, please complete fill out the form through Voya for Professionals and submit.  UPS will contact you when your account setup is complete.
  • Location:  Single sign-on through Voya for Professionals, Discounts, Office Administration

Fedex Office

  • Description:  Provides service for copying and printing needs - digital, photo and color printing. 
    Discount code: 8400060428.  For more information, contact Sommer Washburn, Field Account Executive.
  • Price/Discount:  Discount varies.  
  • Location:  Contact Field Account Executive, Sommer Washburn – (678) 542-9980 or sommer.washburn@fedex.com