Technology is one of the most important considerations when choosing a broker/dealer. You need a company with technology that allows you to become more efficient, productive and profitable.
Our user-friendly integrated systems offer creative solutions to your business needs, delivered instantly to wherever you are, and adjusting to meet your changing needs. Our e*Office solutions provide you with:
- real-time, online access to all documents and accounts at a moment’s notice
- consolidated reporting from National Financial, Pershing, TD Waterhouse, Schwab, Fidelity, and more.
- integration of client data for reporting, financial planning, trading, etc.
- integrated online calendar and task management systems for your entire office
- the ability to submit paperwork digitally via scanning or faxing
- pre-population of forms and tables from a single data input
- online tracking of business submission and issues resolution
- archiving and storage services for both required documents and your office’s
daily business/operations documents
Click here to view DEMONSTRATIONS of our technology products.
Click here to see more information on our large suite of technology solutions.
