First Allied Securities

Innovative Technology

Few independent broker/dealers our size have the depth of experience that we do among our technology staff. We have an extensive team of IT professionals—everyone from Help Desk technicians to senior software developers. 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.

• iStation: Intelligence at Work

  

  The gateway to First Allied’s vast resources, iStation is uniquely designed as a fully integrated system, with single sign-on capabilities. iStation is home to nearly 30 systems and services that include everything from clearing firms to practice management tools, from research and market data systems to sophisticated marketing and business development programs.

  All of the systems were designed to streamline your operations, marketing, compliance and administrative responsibilities so that you can focus your skills and time on building your relationships with current clients and developing new relationships with prospective clients.

  Some of the groundbreaking technology and productivity tools, which are standard for all our advisors on iStation, include the following:

  [Click here to view a demo of First Allied’s iStation solution]

• CONTACT

  A unique, interactive service platform developed by First Allied, CONTACT is a user-friendly system that allows you to ask questions and make requests to the home office and then track the progress of those 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 inquiry.

  [Click here to view a demo of the Contact system]

• Albridge Wealth Reporting Solution

  A Web-based portfolio accounting and performance reporting solution, Albridge 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. Consolidating data from more than 300 data sources, representing thousands of clearing and direct product sponsors, Albridge automates the process of producing and distributing consolidated client statements, saving you time and resources.

• Single Office Imaging Solution

  With the Single Office Imaging Solution (SOIS), First Allied offers a true paperless office solution to help you increase your profitability and productivity, and to simplify your office life. The Web-based viewer displays all of your archived documents while the search engine provides an easy way to store and retrieve all historical documents. The electronic document submission and processing recognition system allows you to check document status in real time. No need for expensive third-party applications or annoying broker/dealer surcharges—SOIS is yours to use at no additional cost.

  [Click here to view a demo of the SOIS paperless office solution]

• One For All

  First Allied’s new account system 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. One For All’s New Account Form (NAF), also allows you to gather and process required customer suitability and personal information electronically, without obtaining signatures manually.