Smart. The name says it all. First Clearing’s integrated technology platform provides enhanced productivity and robust functionality to better serve the needs of financial professionals. This easy-to-use workstation provides up-to-the-minute information on clients, markets and products-through a wide-area network of PCs.
SmartStation was designed with the financial professional in mind. It seamlessly incorporates the tools you need to enhance your productivity. It offers features like a comprehensive contact management system, the ability to run mutual funds hypotheticals, financial profiling tools and a complete menu of electronic presentations for sales support.
InfoMAX
Now you
don't have to spend valuable time
searching for the information you
need-it's all at your fingertips
with InfoMAX First Clearing’s
proprietary intranet. InfoMAX puts
constantly updated information on
the latest news and stock data right
on your desktop. It also provides
online research and investment
strategy reports from the nation's
most respected sources. InfoMAX also
furnishes a wide variety of data on
First Clearing products and services
you can use to accelerate the growth
of your business and attract
high-net-worth individuals
Envision
Envision is an innovative client
profiling tool that helps financial
professionals identify and
prioritize their clients' financial
and life goals. Combining
goals-based guidance with
sophisticated statistical modeling,
Envision creates an effective,
easy-to-understand process for
helping clients achieve their most
important goals. It is an ideal
resource for helping you expand
services, increase revenue, and
retain key client relationships.