Founder and Owner of Solution Driven Technology
About Us
Jason Roberts, a long-time North New Jersey resident, is a seasoned IT professional and entrepreneur with an expansive technical skill set ranging from custom coding and development to designing fully integrated phone systems for diverse business environments. Together with his wife, Dena, he has raised two sons, both of whom are now starting their professional journeys post-college.
Cell Number – 973-949-1703
Email – jroberts@sdt-email.com
Services
Data Cleansing and Validation Services
We specialize in transforming messy, fragmented, and incomplete client data into a comprehensive, reliable resource that empowers Financial Advisors to connect meaningfully with their clients.
Automation Services for Enhanced Client Engagement
Solution Driven Technology provides comprehensive automation services to streamline Financial Advisors’ workflows.
Workflow Optimization and Accountability Solutions
Our solutions streamline operations and boost efficiency with custom reporting, workflows, and custom dashboards tailored to your needs.
Marketing Services for Financial Advisors
We understand that impactful marketing is essential for Financial Advisors to grow their client base and strengthen relationships with existing clients.
Network for Reliable Internet Services
We deliver networking solutions tailored to meet the unique needs of your business. Whether you’re upgrading outdated network systems or installing a brand-new infrastructure, our team ensures a seamless and efficient process.
Integrated Phone Systems for Enhanced Communication
Solution Driven Technology offers complete PoE (Power over Ethernet) phone system setups that seamlessly integrate with client databases.
Compliance
We ensure that all our services operate strictly within broker-dealer guidelines and are submitted for approval before implementation.
Just the Tip of the Iceberg!
The services highlighted above represent just a fraction of what Solution Driven Technology offers to Financial Advisors. In addition to the broad areas we cover, we provide a wide array of specialized services tailored to meet the unique needs of our clients.
This includes customized reporting for both clients and advisors, as well as the integration of updated and live account data feeds into platforms like eMoney for seamless client access. If you have a specific idea or requirement, we have the expertise and flexibility to bring it to life. With Solution Driven Technology, the possibilities are endless!
Our Partners
Contact Us
If you would like to explore how Solution Driven Technology can enhance your business, we invite you to contact us for a complimentary consultation. Please fill out the information below, and our team will reach out to discuss your unique needs and how we can assist you.