Concorde_TechBooklet_6.1.16

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The Concorde Platform
Your Industry Leading Technology Solution

CONCORDE PLATFORM 2
Technology Solution Page Number
Docupace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Redtail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Albridge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Laser App . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
SchwabCT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
DocuSign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Microsoft 365 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Beacon Research/Nexus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Al Insight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Concorde Asset Management
FolioDynamix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Additional Service Offerings
Ripple Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Concorde Concierge Services (“CCS”) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Future Enhancements & Innovation

Straight Through Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Planning Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Docupace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Table of Contents

CONCORDE PLATFORM 3
Concorde
Vision
Docupace
Redtail
Beacon/
Nexus
AI Insight
Office 365
DocuSign
Clearing
Firms
Commissions
Laser App
SchwabCT
Investment
Adviser
Albridge
FolioDynamix
Integrated Platform Strategy

CONCORDE PLATFORM 4
What is the Concorde Platform?
The Concorde Platform consists of industry leading technology solutions designed to help you effectively
manage and grow your business.
Solutions span across contact relationship management, data aggregation and reporting, wealth and
portfolio management solutions, compliant paperless processing system, document management and
work flow solutions, forms filling, e-signatures, research tools, web-based file sharing storage and more. Our
comprehensive and integrated platform simplifies the process of capturing, organizing, routing and accessing
information.
All applications are conveniently located directly off Concorde’s web-based portal, “Vision”, and are supported by
an exceptionally service-oriented technology team, to ensure you have the best possible experience.
This is all done with one end in mind-- To make it easier than ever to work with Concorde and serve your clients.
How do I gain access and support for these tools?
Each component of the Concorde Platform has its own fact sheet, providing you with the primary contacts to
get started, access training, resources and support!
The Concorde Platform is accessible from
any device; phone, laptop, tablet, etc.

CONCORDE PLATFORM 1
Docupace
What is it?
Docupace is the industry leading web-based, electronic, fully integrated document management and work flow
solution. Docupace’s “Starting Point” also contains a forms repository to efficiently prepare new business docu-
ments and submit to the Concorde back office for supervisory review.
Why is it important?
In what has historically been a paper-based industry, Docupace creates a paperless new business work flow process
and archiving capability. It also meets the greatest levels of compliance and security required in our highly regulated
environment. Docupace has improved the overall new business process and principal review turnaround times for
Concorde since April 2013, essentially making it easier to get things done. Specifically, Docupace provides:
• Security for your e-filing cabinets and documents with access based on your team’s user roles & permissions
• Ability for sales supervisors to review and stamp your new business submissions all within the system— trig-
gering email notifications to you for approved business (and also business not in good order for expedited
resolution)
• Searchable notes and retrieving are audit ready and configurable based on Concorde’s operational and com-
pliance needs
• Approved Third-Party Provider for SEC/FINRA 17a-3 books and records, supervision and disaster recovery
• Centralized compliance and auditing functions provide 360-degree view across the entire organization
• Enables branch audits from both the home office and your local office
• Contains every form you need, online, easily accessible (contains Concorde forms, clearing firms, vendor/
custodial forms)
How do I get started and who may I contact for assistance?
• Access to Docupace is available under the “Applications” menu on the Concorde web-based portal, “Vision”.
As a registered representative of Concorde, your credentials (user name/ password) are set through single
sign on (“SSO”), allowing you to access Docupace with one click!
• To schedule training or obtain support, contact the Concorde internal training team at 248.824.6710 or via
email at training@concordeis.com. For technical questions, contact Concorde’s technical support team at
855.803.1370, or submit a support ticket at support@avisiontech.net.

CONCORDE PLATFORM 2
Redtail CRM
What is it?
Redtail CRM (Contact Relationship Management) is a web-based, user-friendly client management solution de-
signed specifically for financial professionals.
Redtail is an integrated technology solution, making Concorde financial professional offices more streamlined-- cre-
ating the ability to better maintain long-lasting relationships with existing clients and market to future opportunities.
With online tools for client management, sales automation, client support and marketing automation, Redtail brings
a holistic solution to manage and grow your business.
• Detailed tracking of your clients’ data - all in one place
• Integration with other technology solutions on the Concorde platform to include Docupace, Albridge, Laser App,
FolioDynamix and a host of planning tools
• Complimentary database conversions from existing data sources
• Categorize and tag client records for easy retrieval and marketing campaigns
• Standard and customized client reporting, with export capability to pdf, excel/csv
• Multi-user calendaring
• Automated reminders for important events like client birthdays, anniversaries and reviews
• Backup and disaster recovery on a daily basis, available at any time
• Free mobile app - access your data on the go!
What new enhancements have been released?
• Concorde has invested in upgrading to the latest Redtail user interface, “Tailwag”!
• Ability to push data from Redtail to Docupace to easily create your client folders and pre-fill forms
• Opportunity tracking and seminar management to increase wallet share and new client acquisition
• Work flow processes to streamline your processes
• Social media integrations with LinkedIn, Twitter to stay connected with your client’s life events
• Access to Redtail is available under the “Applications” menu on the Concorde web-based portal, “Vision”. As a
registered representative of Concorde, your credentials (user name/ password) are set through single sign on
(“SSO”), allowing you to access Redtail with one click! Redtail support guides and training links are located on the
“Vision” portal under “Library> Training> Redtail”.
• To schedule training or obtain support, contact Concorde’s internal resources and training specialists at training@
concordeis.com. For technical questions, contact Concorde’s technical support team at 855.803.1370, or submit a
support ticket at support@avisiontech.net.

CONCORDE PLATFORM 3
Albridge
What is it?
Albridge Wealth Reporting (“AWR”) is a web-based solution consolidating multi-custodial client account data from
hundreds of diverse sources, providing aggregated client information instantly. Albridge also provides robust perfor-
mance reporting solutions.
Given the complexity of broker dealer, RIA and insurance-based business, having aggregated accounting of all client
assets in one place is crucial. Providing performance, historical, asset classification and other reporting to clients is
an integral part of the client meeting process and regular reviews. Specifically Albridge provides:
• Consolidated client information from multiple custodians and financial providers
• Scalable and reliable web-based portfolio accounting and performance reporting
• Reporting of investor performance at the individual holding, asset class, benchmarking, cost basis, account
or household levels on demand and more—for any time period.
• Direct feeds pushed to your Redtail CRM for additional ease of reference and a single source of data
• Calculate performance using either dollar-weighted or time-weighted returns
• Client direct access to Albridge, upon request
What new enhancements are being released?
• Enhanced reporting, engaging dashboards to better illustrate your client’s investments, and progress toward
meeting their financial goals
• Albridge PDF, capturing all client prepared reports from Albridge, automatically routing them to your sales
supervisor for review
• Alternative data aggregation options are being created in conjunction with FolioDynamix
• Access to Albridge is available under the “Applications” menu on the Concorde web-based portal, “Vision”.
sign on (“SSO”), allowing you to access Albridge with one click!
• To schedule training or obtain support, contact Concorde’s internal resources and training specialists
at training@concordeis.com. For technical questions, contact Concorde’s technical support team at

CONCORDE PLATFORM 4
Laser App
What is it?
Laser App is an industry-leading forms filling solution, with a single repository housing all of your necessary forms
centrally and updated regularly. Concorde has both the traditional Laser App Enterprise (desktop) version and the
Laser App Anywhere (web-based version) available.
Making it easier than ever to do business at Concorde starts with new business. Laser App aggregates our
Concorde broker-dealer and RIA forms, Pershing and RBC clearing firm forms, fund company, insurance, annuity
and other custodial documents for forms population. Pre-filling of forms saves time and reduces frustration over
manual forms filling, increasing your productivity.
• Laser App Enterprise
Laser App works “off the shelf” by integrating seamlessly with over 60 software solutions, including Redtail,
our platform CRM solution. You also have the ability to import data or key new clients directly into the Laser
App database. Once you have Laser App, forms-filling is as easy as selecting a client and selecting your
forms. The enterprise version is installed and located on a designated computer desktop for your office.
• Laser App Anywhere
Redtail CRM data flows directly into Laser App’s mobile forms filling solution. It is a pure web solution that
operates across modern browsers on tablets, Macs, PCs, and even Smart Phones. The system integrates
seamlessly with your Redtail CRM and account opening tools to pre-fill your investment, insurance, advisory,
and broker-dealer forms. Once e-forms are pre-filled, they can be printed, saved, or electronically signed &
securely transmitted.
What new enhancements have been released?
• DocuSign e-signing has been enabled for Laser App to make it easier than ever for clients to sign and
authenticate pre-filled forms.
• Access to Laser App will be accessible via download to your desktop (for the enterprise version), or
connected to your Redtail CRM through integration for web-based, on the go access!

CONCORDE PLATFORM 5
SchwabCT
What is it?
Schwab Compliance Technologies (“SchwabCT”) is a web-based compliance automation provider for the financial
community. SchwabCT automates employee trading, insider trading surveillance, policy affirmations, employee
disclosures, gifts, entertainment, political contributions, marketing and seminar review, customer complaints, regu-
latory inquiries and more.
This highly scalable hosted platform allows Concorde to manage risk, not paper. Our financial professionals more
predictably submit or respond to requests to the internal compliance team. Examples of content that is managed
through SchwabCT include:
• Outside accounts
• Private investment and private securities transactions
• Outside Business Activities
• Political contributions
• Marketing/ document review
• Social media
• Seminar review
• IA representative questionnaires
• Access to SchwabCT is available under the “Applications” menu on the Concorde web-based portal, “Vision”.
sign on (“SSO”), allowing you to access SchwabCT with one click!

CONCORDE PLATFORM 6
DocuSign e-Signing Solution
What is it?
DocuSign provides fast and secure electronic signing, adopted by the greatest share of financial services firms
today, to most efficiently manage and complete business transactions online. DocuSign provides legally binding
signatures allowing financial professionals to free up time and effort by reducing or eliminating the more time inten-
sive “wet signature” based processes.
• E-signatures make getting documents signed by clients or other contacts quick and easy—without the need
to have forms printed for wet signature.
• E-signatures are currently integrated with tools already on the Concorde technology platform-- Docupace
and Laser App. You are able to easily pre-fill your client forms (using Docupace and/or Laser App), sending
them to your clients for review/ signature, and then track delivery through the process!
• DocuSign is web-based, so there is no need to install any special hardware.
• Through DocuSign, you obtain ESIGN-compliant eSignatures that are legally binding and securely stored.
Every user is assigned a unique ID and leverages knowledge-based authentication, ensuring your client’s
authentication and identity at the time of form signing.
• Access to DocuSign is being made available via integration with one of two forms filling solutions- Laser App
and Docupace’s Starting Point. You will first access these applications from the portal (or from the desktop
version of Laser App), sending your forms-filled documents to clients, prospective clients and centers of
influence for e-signature.
• DocuSign is also available directly off the portal under the applications menu.
• To get started, schedule training or obtain support, contact Concorde’s internal resources and training spe-
cialists at training@concordeis.com. For technical questions, contact Concorde’s technical support team at

CONCORDE PLATFORM 7
Microsoft 365
What is it?
Microsoft 365 (also referred to as “Office 365”) is a set of productivity software designed to offer a suite of solu-
tions for the business owner. Everything from email, calendaring, contact management, OneDrive/Sites (personal
and group web-based storage and collaboration tools), as well as the more standard Word, PowerPoint, Excel are
available all rolled up into one application!
• It’s your go-to office anywhere, anytime, from any device!
• Always the latest versions of Office products - let you create, edit and share from any device in real time.
• Online access to your email, calendar and contacts provides convenience and flexiblity for your mobile
needs.
• Communication is that much easier with the ability to host files/folders on the web - and then to easily share
and collaborate with your clients and other centers of influence.
• Develop presentations, tracking, management, proposals, plans and more!
• Access to Microsoft 365 is available under the “Applications” menu on the Concorde web-based portal,
“Vision”. As a registered representative of Concorde, your credentials (username/password) are set through
single sign on (“SSO”), allowing you to access Microsoft 365 with on click!
• To schedule training or obtain support, contact Concorde’s technology team at Ripple via email at support@
avisiontech.net, or via phone toll-free at 855-803-1370.

CONCORDE PLATFORM 8
Beacon Research/Variable Annuity Nexus
What is it?
Beacon Research and Variable Annuity Nexus are independent research and application service providers tracking
fixed rate, indexed and variable annuities-- product features, expenses, interest rates, sub-accounts and sales. Their
system supports product development, rate-setting, suitability, and market research. Beacon also provides compre-
hensive, carrier-approved product profiles and software tools for financial professional websites.
Understanding annuity products can be challenging, even for those proficient with products and their sales. Bea-
con Research reduces what would ordinarily take much time to research into one easy-to-access tool to assist rep-
resentatives, and their clients, with selecting the best solutions to meet their needs for retirement, estate, business,
tax and long-term care planning purposes.
A benefit search and comparison tool are being developed to provide even better capabilities for financial profes-
sional, and their clients, to best understand and compare offerings.
• Access to Beacon Research/Variable Annuity Nexus is available under the “Applications” menu on the Con-
corde web-based portal, “Vision”. As a registered representative of Concorde, your credentials (user name/
password) are set through single sign on (“SSO”), allowing you to access Beacon/Cannex with one click!
• For internal Concorde support, reach out to Jeanne Keshishian, President of Concorde Insurance Agency, at
jkeshishian@concordeis.com or via phone at 248.824.6925.
• To schedule training, support, and/or technical issues, contact Concorde’s training team at training@con-
cordeis.com.

CONCORDE PLATFORM 9
Al Insight
What is it?
AI Insight provides a wide-range of education and business-development tools that will help expand your knowl-
edge of alternative investments.
• You have ease of access to Concorde approved offerings in an organized and fully customizable format.
• Build powerful comparative reports, search and compare offerings, structured to meet your client’s needs
and investment objectives.
• Save time with immediate access to alternative investment documents, supplements, marketing materials,
and SEC Filings.
• Access to AI Insight is available under the “Applications” menu on the Concorde web-based portal, “Vision”.
Registered representatives of Concorde, after having met compliance requirements, have credentials (user
name/ password) set through single sign on (“SSO”), allowing you to access AI Insight with one click!
• To obtain access approval, schedule training or support, contact your designated sales supervisor or the
Concorde team at 248.824.6710. For technical questions, contact Concorde’s technical support team at

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Concorde Asset
Management

CONCORDE PLATFORM 11
Concorde Asset Management
What is Concorde’s wealth management platform?
Concorde Asset Management (“CAM”) provides you with direct access to end-to-end advisory platforms through both
FolioDynamix and Sawtooth Asset Management. Through these solutions, advisors are provided comprehensive and
flexible platforms for overseeing the entire wealth management process across all account types, delivered through a
Unified Managed Account (UMA) program or advisor driven investment strategies. Advisors are able to easily imple-
ment their wealth management offering while embedding definable and repeatable investment, sales and operational
processes.
• CAM provides a holistic process and system to facilitate seamless asset management.
• Everything from portfolio risk assessments, investment policy statements, model selections, advisory forms/
documents, and e-signing are available to streamline the new account opening process and facilitate an effec-
tive asset management strategy for your clients!
• Workflow enabled to ensure you capture all important steps in portfolio creation, execution and ongoing rebal-
ancing.
What programs are available?
Professional Management Program (“PMP”) - Discretionary rep as portfolio manager
Concorde Advisor - Non-discretionary advisory account
Concorde UMA - Multi-sleeve unified managed account (“UMA”) program
Concorde GPS (Guided Portfolio Strategies) - Single strategy, dynamic allocation model portfolios
Gateway Program - Unified Managed Account (“UMA”) program, managed by Sawtooth Asset Management
What are additional offerings provided by Concorde Asset Management?
The Concorde Institute has been developed to provide Concorde advisors an enhanced business building methodology
and infrastructure to include the following:
• Weekly Market Updates
• Quarterly Manager Updates
• Quarterly Summary (Market Commentary and Economic Outlook)
• Portfolio Construction and Asset Allocations
• Business Building Workshops
• Financial Planning Concierge Services & Training
• Regulatory Awareness Campaigns
• And more!
• To discuss taking next steps into the advisory space, contact Drew Jackson, President of Concorde Asset Man-
agement at djackson@concordeis.com.
• Access to both the FolioDynamix and Sawtooth wealth management platforms are available under the “Applica-
tions” menu on the Concorde web-based portal, “Vision”. All IA registered Concorde representatives have access
through single sign on (“SSO”), allowing you to access end-to-end advisory solutions with one click!

FolioDynamix
What is it?
FolioDynamix (“FolioDx” or “FDX”) helps advisers leverage next generation wealth management technology that is
seamless, integrated and flexible. You can expect to experience a single wealth management platform that cross-
es all accounts, all custodians and every stage of the portfolio management lifecycle - making it easier than ever to
manage your growing business needs!
• Proposal Generation (Equities, Mutual Funds, ETFs, etc.)
• Performance Reporting and on-demand account information
• Multi-custodian capability (TD, Schwab, Pershing, RBC)
• Rep managed program using FDX tools for rebalancing and model management
• Available service to outsource to CAM for trading (model changes determined by CAM or financial advisor, as
well as rebalancing)
• Advisors experience ease of business use and on-demand visibility
• Secure cloud access right from the Concorde intranet portal and multi-custodian connectivity give you the
right platform to accelerate business growth and meeting your goals!
• Access to both the FolioDynamix wealth management platforms are available under the “Applications” menu
on the Concorde web-based portal, “Vision”. All IA registered Concorde representatives have access through
single sign on (“SSO”), allowing you to access end-to-end advisory solutions with one click!
• To schedule training or obtain support, contact Concorde’s training team at training@concordeis.com or via
phone at 248.824.6710.

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Additional
Service Offerings

638 Marietta St NW, Atlanta, GA 30313  (404) 857-0129 rippleIT.com
CUSTOM I.T. SOLUTIONS THAT ARE SAFE, SECURE, AND SIMPLE TO USE

CUSTOM I.T. SOLUTIONS THAT ARE SAFE, SECURE, AND SIMPLE TO USE
638 Marietta St NW, Atlanta, GA 30313  (404) 857-0129 rippleIT.com

Concorde Concierge Service (“CCS”)
What is it?
Concorde Concierge Service (“CCS”) has been designed to provide Concorde’s financial professionals with an addi-
tional, effective, low-cost solution to submitting new business cases for review, approval, and archiving, appealing
to those with:
• Limited or no staff
• Limited or no interest /proficiency in technology
• Desire to shift the responsibility to Concorde back office team
• A focus on marketing and organic growth strategies
• Desire to free up time!
Service Description
• 90 day grace period for new financial professionals transitioning to Concorde (concierge is complimentary
while onboarding )
• Post 90 days onboarding, financial professionals may choose to either migrate to using Docupace inde-
pendently/ DIY, or to “opt-in” to the Concierge service as a fee-for-service
• Pricing is $50 per submitted work item/ piece of new business, charged monthly by the finance department,
against your incoming commissions
• Signed and properly completed new business should be routed via email directly to newbusiness@concordeis.com
for broker dealer business, or to rianewbusiness@concordeis.com for RIA/ advisory related business.
• A full description of services and an acknowledgment form are located on the Concorde “Vision” portal un-
der “Library” and then “Concorde Concierge Service”.
Concorde Concierge Service Package includes:
• Uploading of your client’s new business documents
• Creation of your “client folders” and “sub folders” for each type of new business
• Indexing of new work items, routing them to the appropriate back office sales supervision team for review
• Sales supervisory review and email notification to you upon approval
• Facilitation of NIGO resolution
• Archiving of your new business documents, post review and approval
• Routing of completed documents to operations for commissions payment
Questions & Comments
Concorde Concierge Team
248.824.6710

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Future Enhancements
& Innovations

Straight Through Processing (“STP”)
What is it?
Straight through processing (“STP”) takes new account opening to the next level! Transmit new business electron-
ically straight from Docupace to select clearing firms, custodians, vendors and insurance companies -- whether di-
rect business, managed accounts, insurance business and brokerage accounts-- to more easily and quickly process
transactions.
Concorde has partnered with Docupace Technologies and has select mutual fund companies onboard! Additional
custodians/vendors are accepting e-delivery of new account applications continually, so stay tuned!
Who may I contact with questions, comments or suggestions?
Reach out to Kelly Knight, COO, at kknight@concordeis.com or via phone at 248.824.6710 to learn more!
Financial Planning Tools
What is it?
Concorde Asset Management is assessing industry-leading financial planning tools in order to allow advisers to
create high-quality financial plans assessing client’s college, retirement, estate and Social Security planning, asset
allocation and insurance needs analysis.
Concorde is also assessing tools that will integrate with Concorde’s Redtail CRM and asset management platform.
You may reach out to Drew Jackson, President, Concorde Asset Management, at djackson@concordeis.com or via
phone at 248.824.6710.

Dashboards
What is it?
Dashboards are a graphical representation of data, helping us to better understand our business and make the
best possible decisions. Dashboards take large amounts of data and simplify core business metrics into a simple,
easy-to-understand chart, graph or picture.
Why is this important?
• Dashboards allow busy financial professionals to quickly and easily assess what is working well, and what
may need improvement, within their business plans
• Target your best opportunities and convert them more easily
• Track annual growth measurements to maximize your potential
• Client segmentation, practice management, business valuation and more on the horizon!
When will these become available?
Working in partnership with our amazing technology resources, Concorde is targeting 2017.
You may reach out to Kelly Knight, COO, at kknight@concordeis.com or via phone at 248.824.6710.
Docupace
• Docupace’s new user interface has been developed with an eye toward a more user-friendly, easier naviga-
tion. (Pilot program Q2 2016 - full release Q3 2016)
• eDelivery will allow clients to receive e-notifications, privacy policy statements and copies of completed
forms directly from Docupace. This reduces the overall mail and postage cost, and turnaround time on com-
munications to your clients! (Q3 2016)
• Client Centralized Vault provides the ability for clients to access their most trusted documents from Docu-
pace’s client-based portal-- online, any time, anywhere. (Q3 2016)
• AI Solutions allows financial professionals to generate a tailored list of clients within their book of business -
matching to the borker dealer, product, state and federal eligibility requirements! This new innovation stream-
lines the process and reduces overall processing time! (Q3 2016)
• DOL solutions will be necessary to address recent regulatory rules! Docupace is part of Concorde’s next
steps to deliver systems and reporting to meet these needs. (Q1 2017)
You may reach out to Kelly Knight, COO, at kknight@concordeis.com or via phone at 248.824.6710.

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Phone 248.824.6710 · Fax 248.720.0460 · info@concordeis.com
www.concordeis.com

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