Superior Technology and Operational Support.

Our user-friendly, intuitive systems work together to create one of the most robust technology platforms in our industry today. These versatile programs streamline and simplify daily tasks, from trade order entry to online statement viewing and production and portfolio management. Financial planning tools for customer profiling, asset allocation, investment product analysis and comparisons — all of these functions and more are fast and easy to perform. As a result, you’ll have twice as much time to spend nurturing your client relationships.

Take our guided demo of the integrated technology broker workstation of VISION2020 and NetExchange Pro, or read on to learn more ...

VISION2020 – Our innovative core platform is a web-based wealth management system offering value-added business tools and reporting capabilities. Flexible, powerful and convenient, use VISION2020 to create and update accounts, access account information, track commissions, print account applications, generate reports to analyze your business, and much more. The technology includes Transaction Review and Rules Engine, additional tools that quickly and easily perform automated trade review, comparison, error-checking and compliance functions that enable you to double your productivity.

NetExchange Pro – Integrated seamlessly within the VISION2020 platform is a cutting-edge advisor workstation that gives you encrypted, secure access to even more tools and information to run your practice. Place brokerage trades instantly for stocks, mutual funds and options; view account activity, track quotes, and create systematic investment and distribution instructions. Use the Retirement Center tool for forms and calculators relevant to servicing retirement accounts; turn to the Tax Center feature for tax planning tools, tax law changes and tax savings strategies.

Home Office Website – This advisor-only website is your number one source for news and information from the home office. It features a robust search engine, interactive guides and wizards, a weekly e-newsletter - consolidating all key messages from the home office, information on upcoming educational and business development opportunities, and much more. The convenient and easy-to-use home office website provides you with the tools necessary to do your business. Take our guided demo of this useful tool.

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