Smart Station
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. |
