November 1, 2007 –H&R Block Financial Advisors will deploy Forefield Advisor and Forefield Newsletters to all H&R Block financial advisors (FAs).
Forefield will provide H&R Block Financial Advisors with the on-demand education and client presentation capability of Forefield Advisor. Forefield Advisor allows FAs to choose from more than 120 client-approved pieces and 3,000 updated articles, interactive tools, industry-related email alerts, sales presentations, and calculator presentations for FA educational use. In addition, H&R Block Financial Advisors FAs can use Forefield Newsletters to create personalized, on-demand client newsletters and send them to clients and prospects via hard copy or via email.
"H&R Block Financial Advisors is a real thought leader in the development of a comprehensive platform. By working with H&R Block Financial Advisors, we were able to interface their CRM solution with Forefield's distribution technology to produce a seamless solution for the FAs' sales, education, and client communication needs," said Brent Delehey, CEO of Forefield.
About Forefield Inc.
Established in 1997, Forefield is the foremost provider of real-time sales, education, and client communication solutions for financial institutions and their advisors. Forefield's web-based solutions facilitate the communication of client-centric financial planning knowledge and advice that is current, concise, and compliant. For more information, visit www.forefield.com/nationalfinancial.
About H&R Block Financial Advisors
H&R Block Financial Advisors provides brokerage services and investment planning in the U.S. Services offered include traditional brokerage services, as well as annuities, insurance, investment advisory accounts, online account access, equity research and focus lists, model portfolios, asset allocation strategies and other investment tools and information.