CRM ++... world-class, industry specific Customer database
Data Aggregation - Consolidated Investment Statements updated daily and affordable
Commission Processing - auto downloading of all available electronic files and paper statements
Compliance - automated flags and reports the “meaningful tools” regulators require
DiscloseSure - Automated sales disclosures customized to every transaction
New Account Forms - prefilled, electronic approval process with paperless retention
LaserApp Anywhere - auto-complete over 28,000 account applications with one click
Paperless office - NAF’s, applications, I.D... all documents are permanently stored linked to Customer
Daily business and compliance processes automated & streamlined
Secure web based access 24/7 with redundant backup