Tools and Technology

Technology has quickly become one of the most important features of a broker-dealer. Efficient ways to view customer information, submit trades, create reports, complete applications and manage your office 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 / Lockwood relationship puts us on the cutting edge with different portfolio management systems – including the popular NetX360. Our arrangement with Albridge Wealth Reporting helps aggregate all customer accounts for easy viewing and reporting, while also providing an advisor the opportunity to download into different third party applications including Morningstar’s Advisor Workstation and popular financial planning software such as NaviPlan.  Arduous paperwork responsibilities has never been easier to handle with streamlined account application process through Laser App and document storage and viewing by numerous arrangements including Redtail or Laserfiche. 

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.