NPC Is All About You.

NPC is a full-service Independent Broker-Dealer serving Financial Advisors nationwide. We are built on the strength of the powerful personal connections forged between our Advisors and our Home Office Associates. Your business is valued here and we appreciate the opportunity to earn it.

The NPC Story.

National Planning Corporation® (NPC®) is a full-service Broker-Dealer supporting Independent Financial Advisors nationwide.

Founded in 1998, NPC is the largest of the four Broker-Dealers under National Planning Holdings, Inc. (NPH), the nation’s seventh largest Broker-Dealer network.

Since day one, our focus has been to provide Advisors with efficient leading-edge technology, a solutions-based world-class advisory platform, revolutionary practice management support that is customized for unique goals and knowledgeable service from people who care.

Your success is our passion.

NPC's Mission.

Our motivation is serving our greatest asset: the Financial Advisors of NPC. Our passion is serving them proudly while respecting their independence. We thank them everyday for the opportunity to earn their trust.

Gateway Financial Partners is fortunate to provide our advisors with value added partnerships with various technology resources. Click on the links below to learn more about how Gateway's Technology Partners will benefit you and your clients.

 

GOTO Meeting

The ability to conduct virtual meeting with your clients, prospects, and centers of influence including sharing of your computer screen for proposals or client review information. Easy to use and more formal than a phone call.

 

Constant Contact, Constant Contact Event Scheduling Module, Constant Contact Survey System

The ability to keep you in touch with clients, prospects, and centers of influence with email marketing, manage and host events with online event marketing with registration, and conduct online surveys. Our marketing team will manage all the creation and distribution of Constant Contact communications with your clients.

 

Peter Montoya Marketing Library

It provides a complete library of compliance preapproved marketing pieces for you to use with your clients, prospects and centers of influence.

 

Back Room Technician

Back Room Technician is the only financial planning tool offering client education, modular needs analysis and presentation materials in a single, integrated application.

Morningstar Advisor Workstation

Supports you with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business.

 

Albridge Solutions

We subscribe as an office to effectively manage workflow for your clients. Albridge provides enterprise wealth management services that deliver an accurate, single view of all of their clients' assets. Albridge consolidates client account data from hundreds of disparate sources — proprietary, banking, brokerage, insurance, retirement, alternatives, trusts, etc. — making it the industries most scalable and reliable enterprise wealth management solution. Albridge enables firms to leverage the speed to market of a proven solution with an open architecture for maximum interoperability with your existing technology. With Albridge, you can focus on your core business, while we focus on delivering accurate data to help you expand and deepen relationships with your clients.

 

Personal Fund

This Internet-based solutions enable our advisors the ability to uncover the underlying costs of mutual fund investments.

 

Money Guide Pro

MoneyGuidePro is the first collaborative internet-based financial planning software that is client-centered and supports sophisticated, goal-oriented planning processes. We have also had this software custom branded for you.

 

eMoney Advisor

eMoney 360 Pro provides you in the high net worth market the financial planning web technology to attract top tier prospects, provide comprehensive financial planning services for increased fee revenue, and deliver exceptional service. Data aggregation advanced planning, online document storage, and marketing communication tools. We have also had all of the electronic marketing presentations created and CD’s printed to help you market this service.

 

Electronic Order Entry (EOE)

Go Paperless!

NPC’s innovative web-based business processing technology offers a variety of features designed to reduce paperwork, save you time, and provide enhanced workflow efficiencies, including:

Elimination of redundant data entry, and ability to automatically identify required forms and disclosures.

Fully mobile eSign feature that captures electronic client signatures on multiple documents.

Establish and manage direct mutual fund accounts paper-free through EOE FundSERV.

Display of mutual fund account balances, details, and activity.

Imaging solution for NPC client letters, eSigned documents and NPC account forms.

 

Rep Portal

The NPC Rep Portal dashboard provides single sign-on access to our most commonly used internal and third-party web applications and programs, including EOE, FundSERV, Albridge Solutions, Redtail, Morningstar Fund Analytics, Annuity Nexus and many more.

The Rep Portal is also customizable, providing ease of navigation and “at-a-glance” access to the information our Advisors deem most essential.

 

When we say we're an active part of the communities we serve, we really mean it.

We donate, walk, ride, run and sponsor fellow associates, clients, family members and general causes.

Gateway financial advisors take the firm's commitment to community very seriously. Many are Chamber of Commerce presidents and members, board members, event coordinators, professional organization members — the list goes on and on. A dedication to community involvement is one way Gateway gives back to communities. Throughout each year, we do this through local food, toy and blanket drives.

Below is a sample list of organizations Gateway takes pride in supporting:

Susan G. Komen Breast Cancer Foundation

Lupus Foundation of America

March of Dimes Foundation

Boston Bruins Foundation

Comfort Zone Camp
 
Glastonbury Education Foundation

Boston Bruins Foundation

The Discovery Center

 

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Gateway Financial Partners are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor