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Data Aggregation
The Albridge Wealth Reporting is a portfolio management system integrating portfolio accounting and performance reporting to deliver an accurate, single view of all of your clients' assets. Albridge consolidates client account data from many separate sources-making it the industry's most scalable and reliable wealth reporting solution.
CRM/Redtail - Complete Albridge Integration
Redtail CRM is a web-based, robust, yet easy-to-use client management solution designed for Financial Professionals. Now you and everyone in your office can access the same client notes, documents, schedules, and account data. You can access it when you are away from the office and you can stop maintaining the CRM software on your computer.
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How
Advisors Use Redtail Demo :15:38
FCC/SmartStation Demo
This outstanding industry platform is a single system - with one login - that allows you to easily monitor and maintain client records and perform transactions, including the placing of trades, opening of new accounts and transferring of funds. Access market data and research and analyze your book of business to identify business development opportunities.
Pershing/NetX360 Demo
NetX360™ provides one complete solution, combining the best of the brokerage and advisory worlds onto one platform, to make it easier for you to grow your business. In addition, the market data, tools, and analytical capabilities available throughout NetX360 will help you identify potential revenue generating opportunities from both new and existing clients.
RepOffice Demo
The Financial Advisors' portal into Summit. Our Intranet includes daily updates of products and company information, including the Commission Viewer which provides daily/monthly/yearly reporting for the Financial Advisor.
Docupace - Document Management
DOCUPACE is the most comprehensive straight-through processing platform for independent broker-dealers on the market today. It is driven by an integrated document management processing engine which will allow you to achieve a completely paperless practice. :9:33
Website Connect Program
The Website Connect Program is designed to help you use the Internet to grow your practice.
Forms Processing
To facilitate all forms processing, we provide LaserApp, the industry standard in form-filling software that combines state-of-the-art form-filling with a current library of industry related forms.
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Summit and LaserApp the Industry standard in Forms Processing
Social Media - Erado
We strive to provide all the tools necessary to enable the advisor to lead a
successful practice. Our relationship with Erado allows Summit registered representatives
the ability to use Facebook, LinkedIn, Twitter and blogs to communicate with
clients and the general public. Erado works directly with your Facebook,
LinkedIn, Twitter and blog accounts to capture and track all content and
provide a record for Home Office compliance review. Therefore, you are able to
post status updates, and other interactive content immediately without the
requirement for pre-approval by Home Office compliance personnel.
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