TECH SUITE

Technology Support

Technology is the key to a smooth financial services operation. We understand this and have knowledgeable professionals available to provide one-on-one and online training and support for our expansive offerings of technologies including our CRM system, portfolio solutions, and other resources to help our advisors operate efficiently. We always have our finger on the pulse of technology, making sure we find the most advanced and efficient solutions including Docupace and Albridge, which are backed up by our in house IT department.

Training & Education

We provide training and education designed to keep our advisors operating on the cutting edge. We offer individual and team training including:

• One-on-One Coaching & Mentoring
• Training Sessions
• National Conferences
• Product Education
• Ongoing Professional Development

Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade
Insurance Services offered through Vanderbilt Insurance and other agencies
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures | Privacy Policy | SEC Rule 606 | Public BCP

VFG and its affiliates support and promote Environmental, Social, and Corporate Governance (“ESG”), Socially Responsible Investing (“SRI”), and Impact Investing, but the Firm and its affiliates do not require or mandate that its financial professionals engage solely in related activities. Clients of the Firm and its affiliates are not required to adopt or invest in any specific security, strategy, or portfolio.

Copyright 2015 - All Rights Reserved - Vanderbilt Financial Group 125 Froehlich Farm Blvd, Woodbury, NY 11797 | Phone: 631.845.5100