How does your current technology compare? |
In the financial services industry, ever-changing regulatory requirements, paperwork, products and services, and reporting needs can create technological nightmares. Finding compatible programs and resources that work together to the Account Executive’s benefit can present a huge challenge.
Fintegra is proud to make available a very user-friendly technology package, consisting of several new programs, which will enhance an Account Executive’s ability to conduct their everyday business. It truly is a unique technology SOLUTION for the Account Executive who wants it all at their fingertips.
The eFOCUS package consists of the following programs and capabilities:
- Investigo®
- MoneyGuide Pro™
- LaserApp™
- FinFax
- DRS: Document Retrieval System
- CommissionWeb
- Pershing's Net Exchange Pro™
- Fintegra AE-Exclusive Fintegra.net Site
- Fintegra's Marketing Resource Center
Investigo®
Investigo® is an easy-to-use web-based application that provides the following capabilities:
- Customer Account Aggregation
- Performance Reporting
- Compliance Reporting
- Client Relationship Management
Investigo® will download brokerage client and trade detail from Pershing, as well as direct mutual fund and variable annuity client and trade detail from DST and DAZL. By gathering and merging all relevant client data, the system enhances cross-selling and up-selling opportunities.
MoneyGuide Pro™
MoneyGuide Pro™ is web-based financial software that links directly to the client data in Investigo® and focuses on the client's financial goals by priority and importance. It makes it fast and easy to create meaningful, high-impact strategies that are sophisticated, but not complicated.
LaserApp™
LaserApp™ software helps complete financial applications by using the client data from Investigo®. Simply choose an application from the menu and the form appears on the computer screen with most of the current client's information already completed. The entire form can be easily edited and printed out. LaserApp™ stands at the ready with current applications and forms from Fintegra, mutual fund companies, and insurance companies.
FinFax
Account Executives can submit their paperwork for brokerage and direct business via fax, saving valuable time and postage costs, ensuring efficient principal review, and preventing the incidence of lost paperwork.
DRS: Document Retrieval System
DRS allows Account Executives to access imaged and archived copies of direct and brokerage client paperwork sent through Fintegra. This web-based system allows searches for paperwork by client name, account number, date range,and document type.
CommissionWeb
The web-based commission and licensing system allows an Account Executive to monitor their production and business growth, review licensing and continuing education requirements, and develop detailed business management reports.
NetExchange Pro™
Pershing’s system allows Account Executives to view brokerage accounts and current financial information. The following functionality is included:
- Account Information
- Equity, MF, Options Trading
- Securities Quotes
- Annual Reports
- News and Research
- InstantEDGAR
- Rateboard
- The Source: Updates and Marketing
Fintegra Account Executive Website
Fintegra’s back office website provides the AE with immediate access to time-sensitive AE information, tools, calculators, forms, and critical compliance updates, as well as product information and website links.
Through this website, the AE can enter the Fintegra Marketing Resource Center (MRC), where they will find hundreds of marketing samples and ideas to broaden their presence in their community and stay in touch with their clients and prospects. Letters, mailers, postcards, seminars, sales ideas, and many more vital tools are accessible via the MRC.
| Fintegra Financial Solutions is an independent registered securities broker/dealer, a licensed insurance agency, a SEC Registered Investment Adviser, and a Member FINRA/SIPC, OSJ phone 763.585.0503. Account Executives are registered representatives of Fintegra. Investment and Insurance Products offered through Fintegra: • Are NOT Bank Deposits • Are NOT FDIC Insured • Are NOT Guaranteed by any Financial Institution • Are NOT Insured By Any Government Agency • May Lose Value |