Technology
Technology has quickly become one of the most important features of a broker-dealer. Quick and easy ways to view customer information, submit trades, create reports and complete applications all give an investment professional the opportunity to do what brings in revenue – visit with customers!
The Investment Center takes technology very seriously. Our Pershing relationship puts us on the cutting edge with different NetExchange systems . Plus, our arrangement with Albridge Wealth Reporting helps aggregate all customer accounts for easy viewing and reporting, while Laser App streamlines the account opening process by putting automation behind the paperwork.
In today’s digital marketplace, you need the ability to easily access information that is vital to your practice. The Investment Center provides you with that capability through both internal programs and strategic relationships with superior providers. Contact us today to learn how our technological edge provides you with the solutions you need in managing your practice.
