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Levels of Technology
At Founders Financial, technology is driven at all levels - advisor, client and home office.
Advisor Level
Through our subsidiary, Founders Financial Securities, LLC, Member NASD, SIPC, we offer a cutting-edge web-based system for managing your client base. Our unique, sophisticated, and automatic data consolidation and reporting platform allows you to spend more time on your clients and less time updating and reconciling client data. Choose from a vast array of standard reports or create customized reports to better serve your clients. Fast and efficient, paperless business processing allows you to streamline your trading efforts and run your business more effectively.
Client Level
The Internet had become an increasingly effective way for clients to view their portfolio's performance and make important decisions about their financial future. Online account access puts your clients' portfolios at their fingertips, 24/7. Real-time updates mean they always have a current view.
Home Office Level
Our web-based trading and business processing platform ensures efficient back office processing, regulatory compliance, and commissions flow, utilizing automated review and storage of all documents, trades and transactions.
Technology Partners
Advisor Mail provides a compliance approved e-mail system for you to communicate with your clients.
Investigo provides a unique combination of financial management, marketing, and productivity tools combined together within a front office, web based Client Relationship Management (CRM) platform.
NetExchange Pro is a powerful Pershing technology to help the advisor manage their brokerage business.
Laser App is an easy to use, interactive form system for the independent financial advisor. LaserApp uses your broker, rep, and client data to assist you in filling out the tedious and redundant fields in securities, annuity, clearing firm, and broker/dealer forms.
Morningstar Advisor Workstation is a Web-based solution for financial advisors, which brings together the best capabilities in investment research, client communications, and portfolio management.
Forefield Advisor is a web-based sales, education, and client communication tool that enables financial advisors to deliver current, concise, and compliant advice to clients.
RegEd has consistently been the industry's leading provider of Firm Element and Insurance continuing ed training for broker/dealers nationwide.
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