As a dedicated professional, you need resources to analyze your clients’ financial situation and develop, recommend and implement appropriate solutions. Our Financial Advisor Website provides you with a centralized location for accessing the tools and information you’ll need most. From client account access to requests for case assistance, everything you need is at your fingertips on the Financial Advisor Website.
 Comprehensive Reporting and Account Reference [Close]
Global Access 2005 is our proprietary, web-based client account aggregation and reporting tool for financial advisors powered by Albridge Solutoins.
Global Access 2005 puts your clients' data at your fingertips by collecting data feeds from product companies, settlement clearing firms, and third-party vendors on a daily basis and standardizes, organizes and reconciles the data for your use.
Global Access 2005 gives you the ability to query your book of business and create numerous advisor reports, including a comprehensive view of your:
- NFS accounts
- VAs
- Mutual Funds
- Clients by Assets Under Management
- Product Companies by Sales
- Product Companies by Assets Under Management
- New Accounts
And many more...
Global Access 2005 dynamic portfolio generation enables you to access household accounts and tailor reports to the way your clients plan and invest. You will be able to establish batch jobs that will automatically e-mail reports to your clients on a quarterly or monthly basis. The consolidated report provides the basis for client interaction well beyond the point of sale, and the potential for an increase in sales frequency.
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