Technology

SmartStation

The SmartStation brokerage platform is a powerful technology solution that offers a fully integrated suite of applications designed to make your business more efficient, productive and competitive. It provides you with easy access to vital, up-to-date information about client accounts and markets, third-party research and a broad array of investment products and solutions. This allows you to deliver a higher level of client service and more proactively identify business-building opportunities.  SmartStation is available through our partnership with First Clearing.

Wealthscape

Available through Fidelity Clearing & Custody Solutions, Wealthscape enhances your business and enriches your overall client experience through its trading options, unmatched security, mobile solutions, and extensive administrative capabilities.  It is a complete, next-generation technology to deepen your client relationships and grow your business.  Wealthscape simplifies operations, powers more informed advice delivery, and helps advisers serve more segments efficiently. 

We are pleased to offer open integrations with the following third-party providers at a discounted cost:

Redtail CRM          Orion Advisor          Riskalyze

Bloomberg          Morningstar          eMoney

MoneyGuidePro          FMG Suite          GuideVine