5 Tech Tools Edward Jones Provide to Their Customers

Check out list of tech tools Edward Jones provide to their financial advisors to stay ahead of the curve.

In today’s digital age, financial institutions are harnessing the power of technology to optimize their services, ensuring customer satisfaction and operational efficiency.

One such institution is Edward Jones, a Fortune 500 company known for its client-centric approach. The organization has invested around $500 million to leverage the power of digital platforms and technologies.

In this article, we will discuss 5 cutting-edge tech tools that Edward Jones offers to its clientele. We will also discuss how these tools facilitate robust financial planning, seamless transactions, and informed decision-making.

If you are a new Edward Jones’ customer, then check out our Edward Jones login guide to start using all the tech tools we will discuss below.

List of Edward Jones Tech Tools available for Financial Advisors

Edward Jones offers a range of online tools that support advisors in tracking progress, managing accounts, staying connected with their team, and exploring their goals. These tools aim to streamline processes and enhance efficiency for advisors.

Below is the list of tech tools specifically designed for Edward Jone’s Customers:

1) Financial Foundation

Edward Jones’ Financial Foundation tool is a game-changer when it comes to helping clients plan for their financial needs and goals.

With this proprietary tool, clients can gain a clear understanding of their current financial standing and easily track their progress along their financial journey.

One of the standout features of Financial Foundation is its ability to significantly decrease the time it takes to enter client data and generate reports. This streamlines the planning process, allowing advisors to focus more on providing personalized guidance and advice to their clients.

Another great aspect of Financial Foundation is its capability to link to outside accounts, providing a comprehensive view of the client’s assets. By having all their financial information in one place, clients can make informed decisions and work towards their goals more effectively.

The tool also offers a real-time snapshot of the progress clients are making towards their goals. This feature enables clients to stay motivated and adjust their strategies as needed to stay on track.

What sets Financial Foundation apart is its use of probability analysis. It shows clients the likelihood of meeting their goals under different market scenarios. This gives them a realistic view of their financial situation and helps them make informed decisions about their future.

Financial Foundation makes it easy for clients to see how small changes can have a big impact on their financial goals. Whether it’s adjusting their savings rate or revisiting their investment strategy, clients can work closely with their advisors to make the necessary adjustments as life changes occur.

2) Remote Connectivity System

Edward Jones’ Remote System Access tool allows you to access all resources and information and work from anywhere, anytime.

Imagine being able to respond to a client’s text while enjoying a day at the park with your kids. With remote system access, there’s no need to rush back to the office to look up account information. Simply log in to your mobile app, and you’ll have all the information you need right at your fingertips.

Whether you’re in the office, working remotely, or on the go, Edward Jones’ tech empowers you to serve your clients effectively. You can access critical data, manage accounts, and stay connected with your clients seamlessly.

The beauty of remote system access is that it allows you to be there for your clients whenever and wherever they need you. By leveraging this powerful tool, you can provide timely and personalized service, building strong relationships and instilling confidence in your clients.

3) Secure Client Communication

Edward Jones offers a range of secure client communication tools that enable advisors to effectively connect with their clients, enhancing the advisor-client relationship.

These tools provide convenient and secure ways to exchange information, schedule meetings, and obtain necessary signatures.

One tool provided by Edward Jones is e-signature via email. This feature allows advisors to send important documents electronically for clients to review and sign. By utilizing this secure method, clients can conveniently provide their consent and complete necessary paperwork without the need for physical meetings or paper-based processes.

Secure text messaging is another valuable communication tool offered by Edward Jones. Clients can easily sign up for this service, which provides a secure platform for direct and efficient communication with their Edward Jones team. This channel ensures that sensitive information remains protected while enabling seamless interactions between clients and advisors.

Edward Jones leverages Zoom meetings to facilitate virtual account reviews and discussions with clients. Through this video conferencing tool, advisors can connect with clients face-to-face, regardless of location.

These secure client communication tools from Edward Jones prioritize privacy and confidentiality, ensuring that clients’ personal information remains protected throughout all interactions.

4) Customer Relationship Management (CRM) Software

Edward Jones’ Customer Relationship Management (CRM) software is a powerful tool designed to help financial advisors track and manage their client interactions effectively. With this intuitive software, advisors can maintain a comprehensive view of every contact they’ve had with clients.

One of the key features of the CRM software is the ability to track every interaction with clients. This includes phone calls, emails, meetings, and more. With a complete record of interactions, advisors can easily refer back to previous conversations, ensuring personalized and tailored service to each client.

The CRM software also allows advisors to create proactive contact plans. This means they can set reminders for follow-ups, schedule regular check-ins, and establish a systematic approach to staying in touch with clients.

Relationship grouping is another valuable feature provided by Edward Jones’ CRM software. Advisors can categorize their clients based on various criteria, such as life stage, investment preferences, or specific goals. This allows for targeted communication and enables advisors to provide relevant information and recommendations to each group.

Customizable viewing options are available within the CRM software, allowing advisors to tailor the interface to their preferences and workflow.

5) Client Attraction Marketing Hub

Edward Jones’ Client Attraction Marketing Hub supports financial advisors in their marketing efforts. This user-friendly tool empowers advisors to attract and engage prospective clients effectively.

With the Client Attraction Marketing Hub, financial advisors gain access to proven marketing resources and tools. They can run digital media campaigns, reaching out to the right audience with tailored messaging.

The hub enables advisors to build and customize multiple marketing materials at once. They can create personalized brochures, flyers, and other promotional materials to match their unique value propositions and client demographics.

One of the key benefits of the Client Attraction Marketing Hub is the ability to access reports that provide insights into branch performance. Advisors can track the effectiveness of their marketing campaigns, monitor lead generation, and analyze engagement metrics.

Furthermore, the Client Attraction Marketing Hub serves as a centralized platform for improving digital presence, finding new ideal clients, generating leads, and nurturing prospective clients.

This marketing hub provides many digital tools that make online campaigns hassle free. It includes:

  • Webinar hub
  • Facebook Boosting
  • Linkedin Sales Navigator
  • Edward Jones Match
  • Hersay Social


In summary, Edward Jones has taken significant strides towards empowering its financial advisors with cutting-edge technology.

As the landscape of financial advising shifts towards a digitally-focused era, Edward Jones ensures its advisors stay ahead, redefining client relationships and marketing strategies with robust, user-friendly, and efficient tools.

These resources not only facilitate professional growth and development for advisors but also significantly enhance client experience and satisfaction.

With Edward Jones, advisors are empowered to navigate the future of financial advising with confidence and proficiency.

Just enrolled with Edward Jones? Sign into your profile now and explore these amazing tools! Get started and elevate your financial journey.

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