Technology

At Valor Capital Management, we strive to stay ahead of the curve, bringing together innovative technologies and robust investment solutions. By streamlining back-office support, advisors are able to focus their time and energy where it matters most—serving their clients’ unique investment needs. We actively seek to align our organization with industry partners who share our desire to provide the best service possible to registered investment advisors and their advisors.

Through our innovative technology stack, we can support any aspect of your business whether you are fully virtual or sitting at the desk with your client.

Orion Advisor Tech

As the nation’s largest privately held portfolio management provider, Orion provides our advisors with accurate daily reconciliation, key reporting functionality, and efficient rebalancing tools for managing client Valor portfolios. In addition to streamlining back-office investment operations for the advisor, Orion provides engaging client portal functionality—from video statements to user-friendly visuals, and more—so clients can stay connected to their investments.

TD Ameritrade Institutional

Valor Capital Management uses TD Ameritrade as a third-party institutional custodian for managed assets. TD Ameritrade provides reputable checks and balances and a strict commitment to fiduciary standards for holding investor assets. Advisors with Valor will have direct access to TD Ameritrade Institutional’s VEO platform along with Valor’s pricing for implementation of their investment advisory business. Advisors will have the ability to open accounts direct through VEO, or through Valor’s account opening tool.

Fidelity Investments

Valor Capital Management uses Fidelity as a third-party institutional custodian for managed assets. Fidelity Clearing & Custody Solutions^® provides RIAs the technology, thinking, and collaboration to help them achieve their unique goals. Fidelity offers a disciplined, collaborative approach: with custody at their core, housing more than 6 million accounts and $1.9 trillion in total assets (as of 2017), they provide innovative solutions and support, with a range of unique service models to fit an advisor’s business — no matter the size. Learn more about Fidelity Investments. Advisors with Valor will have direct access to Fidelity WealthScape’s platform along with Valor’s pricing for implementation of their investment advisory business. Advisors will have the ability to open accounts direct through WealthScape, or through Valor’s account opening tool.

DocuSign

Globally recognized as an award-winning leader in securely transmitting legally binding signatures, DocuSign is a great tool for providing speed, accuracy, and efficiency for all the transactional needs of VCM advisors and investors. Integrating with Laser App forms, DocuSign can complete a paperless process for opening accounts and managing your Valor Capital Management investments.

Laser App

Laser App Software is the premier e-forms provider in the financial services industry. Integrating seamlessly and securely with web-based CRMs and account-opening tools, Laser App stores the latest application forms for investing through VCM and will prefill them with the information available from your CRM database. Once the e-forms are prefilled, they can be printed, saved, or electronically signed and securely transmitted. Laser App helps advisors spend less time processing paperwork and the opportunity to realize the cost savings and increased productivity of a paperless process. Learn more about Laser App.

Fusion Elements

Fusion Elements is a proprietary technology platform that can connect with over 750 different applications, giving advisors the flexibility to define their own process, but the structure to use that process efficiently. Fusion’s simplified, centralized, and intuitive interface is designed to significantly reduce the learning curve required in leveraging technologies like Money Guide Pro, Orion, AdvisoryWorld and Fusion Elements. It automatically helps advisors integrate and leverage their CRM, Cloud Storage, Proposal and Marketing Tools as part of their overall business practice. One platform, one login, one framework that ties all of your independent business needs together into one solution: Fusion Elements.