In today’s technology-driven workplace, it is critical you have the best systems and solutions available to enable you to efficiently manage every aspect of your independent business. We are committed to providing cutting-edge solutions that enable you to become more efficient so you can spend your time doing what you do best—building relationships with existing and new clients. If we can’t find and customize the ideal solution, we will invent one.
Advisor Marketing System
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The Advisor Marketing System (AMS) is an advanced, Web-based application that was developed specifically for First Allied and allows you to customize and deploy professionally designed marketing communications to your clients and potential clients. All communications and materials available on AMS are designed by a national ad agency with experience in the financial services industry and consumer marketing. The system is always changing as we continually add new and exciting marketing pieces that you can use to promote your business. You can send compliance-approved e-newsletters to your clients (on a weekly basis, if you like), obtain your own Web site, customize TV advertising for your local market, send market commentary videos to clients, and much more. You’ll want to keep watching the site for new materials.
Albridge Wealth Reporting.
Albridge Wealth Reporting Solutions is a Web-based portfolio accounting and performance reporting solution that provides you immediate access to critical client portfolio information and allows you to produce a variety of performance, asset allocation, holdings, transactions, and benchmarking reports that can be shared with your clients.
Commission Web
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Commission Web allows you to view all of your commissions when it’s convenient for you, including brokerage and direct mutual funds, annuities, insurance and alternative investments. You have access to both the gross and net commission amounts and charges such as licensing fees, E&O insurance and more. You can select filters in the search function, such as a date range, and print the results. You also can view, print or export your commission statements to an Excel file.
CONTACT
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CONTACT is a unique, interactive service platform that we developed with our advisors in mind. With this easy-to-use system, you can make requests to the home office, as well as track the progress of your requests. All items are given an expected completion date and are updated on a real-time basis, so you always know the status of your inquiries.
iStation
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iStation is First Allied’s intranet designed and built in-house specifically with advisors in mind and includes everything you and your staff need to do business on a daily basis. On iStation you will find current firm and industry news, training opportunities, and various benefits of affiliation available to you as a First Allied advisor. Each section of the site includes a wealth of information on key areas of focus such as prospecting and lead generation, marketing and sales support, and wealth management. iStation also has single sign-on capabilities, allowing you to access several systems applications—many of which are highlighted in this brochure—through one username and password. It is your one-stop shop for information, news, forms and applications.
J.P. Morgan/MORCOM
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MORCOM is J.P. Morgan Clearing Corp.’s advisor portal that offers functionality designed to achieve straight-through processing from execution to clearing and settlement. MORCOM consolidates J.P. Morgan’s product offerings into a single portal and provides a wide range of reporting and confirmation choices. The portal’s cutting-edge capacity monitoring ensures a highly stable and resilient system supported by dedicated 24-hour technical and execution teams.
Laserfiche
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Laserfiche is a robust, secure, Web-based document and imaging system. It includes standard imaging functionalities that allow you to quickly and efficiently scan and fax documents into the home office. This system eases the account opening and transfer processes, as well as simplifies your access to documents scanned in by the home office. In addition, it has cutting-edge features such as bar code recognition, an easy-to-use folder system, and advanced search capabilities.
One For All
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One For All (OFA) is our new account system that streamlines the way you open and manage your clients’ accounts. With this system, the auto-population of forms eliminates the need to enter and re-enter account information for your clients. OFA’s New Account Form also allows you to gather and process required customer suitability and personal information electronically, without obtaining client, representative and designated registered principal signatures manually.
PEAK PerformanceMetrics
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PEAK PerformanceMetrics is a business tool designed specifically by the Business Strategies Group (BSG) to help you take your business to the next level. You can use the metrics to monitor, measure and evaluate the growth of your business. PEAK reports will help you better understand where your business is today, where you want it to be in three years, what measurable progress you have made toward your goals, and what opportunities are present in your existing book of business.
Pershing/NetX360™
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NetX360™ offers one of the most comprehensive advisor platforms in the industry. It enables you to access client accounts, look across your customer base, get quotes, place trades, retrieve marketing and product material, and, with premium services, obtain the latest news, research and integrated solutions from third-party providers. NetX360™ also allows you to personalize your screens, account groups and data to make the platform work better for you and your specific business needs.
