Our VISION2020 Advisor Portal integrates all of our online resources into one cohesive environment. This dynamic resource aggregates the information and tools you, as a financial professional, need to provide the highest levels of service to your clients, and maximize your operational efficiency. The Advisor Portal's powerful features include:
VISION2020 Advisor Portal is a collection of sub-systems, each of which has been designed to accomplish specific tasks. The sub-systems include:
Managing - and growing - your book of business is demanding. Our Office Automation Suite includes a CRM solution, an e-Forms library, e-signature capabilities and a document management system, all of which can be used either individually or as a package, depending upon your needs. The Suite’s goal is to ease the administrative burdens associated with conducting your day-to-day activities. How?
The Office Automation Suite features tools that can be implemented individually, or integrated together, to form the foundation of an automated office:
Salesforce, our NO-COST, cloud-based CRM solution, consolidates information on your clients, prospects and leads and is available to you directly from Advisor Portal. Manage activities including letters, emails, and meetings and maintain notes from all client discussions and meetings with the integrated CRM platform.
An electronic library of more than 15,000 easy-to-find forms from your broker-dealer, clearing firm and partner companies is available in the Electronic Forms Library of the Office Automation Suite. But the eForms Library is more than a repository of forms. It’s a time-saving tool that allows you to retrieve the data you need to populate sections of the form - with a mere click of your mouse. Because the eForms library is integrated with Salesforce and Advisor Portal, forms can be populated with information you’ve previously input.
eForms Adobe Lite is a version of eForms Library that allows the ability to gather and complete forms without having to depend on Adobe to launch the form. This solution allows you to:
Populate forms using client data from Client Central and/or access blank forms
Fill out forms on the go, using mobile devices (tablets and smart phones)
Save forms as a work in progress
Developed by Signix, Digital eSignature enables individuals to digitally sign documents online. Digital eSignature requires no hardware installation or software downloads. Files document directly to Document Management before routing it electronically to the Home Office for processing.
Developed by Topaz Systems, eSignature enables advisors to capture and apply required signatures to eForms using a signature pad when meeting with a client face-to-face. Files document directly to Document Management before routing it electronically to the Home Office for processing.
The process of capturing client signatures can also be automated with the Advisor Office Automation Suite through the use of eSignatures. The Suite offers two options for capturing eSignatures on eForms: digital and electronic.
Capturing. Organizing. Routing. Retrieval… Simplified. Our SEC/FINRA compliant paperless processing system is an imaging and document repository system that can be accessed by multiple people in your office from any location at any time.
Client Central is a one-stop repository for your client and account information. Input clients into the system, open and close commission-based accounts, update client and account information, and print account documents.
Morningstar Advisor Workstation is a web-based investment planning platform that contains capabilities for research, portfolio analysis, goal planning, and sales presentations.
The platform makes sharing insights with clients and prospects easy with compelling, FINRA reviewed reports. Best of all, it helps minimize the time spent on client data management through integration with VISION2020 Advisor Portal, MoneyGuideProTM, and eMoney AdvisorTM.
Subscribe to email notifications of your choosing
Customize each notification to be delivered to specific email addresses
Archive copies of notifications that have been sent to your email
MySubscriptions gives advisors ownership and control over the subscription services offered by the Home Office. With MySubscriptions, advisors have the ability to view, process, control and manage their subscription services within Advisor Portal. Advisors can see the pricing for available services, enroll in services, and track enrollment history. And, the FLS can view and manage services for their downlines.
NetX360® is Pershing’s brokerage workstation. This system provides real-time information about your clients’ brokerage accounts. It also enables you to submit account instructions and requests such as trades, federal fund wires, systematic reinvestment instructions, and much more. You can also view market information such as quotes, news, charts, and analyst reports (some of which may require a subscription).
Generate reports for your clients’ entire portfolios, including brokerage accounts, Advisor Managed Portfolios accounts, and non-brokerage accounts held directly at product sponsors
Our partnership with CashEdge allows us to offer a powerful new account aggregation service called AllData, available through OneView. AllData allows you to pull “external” financial information into OneView. Enjoy a holistic view of your clients’ financial picture.
- OneView Filters
Within OneView, OSJs can run branch-level reports with any filters that they establish. Filters provide the ability to include or exclude information on reports.
- OneView Web Services
Add optional web services enhancements - including NaviPlan, Junxure-I, Laser App, ACT4Advisor, and Morningstar Advisor Workstation - to the OneView platform.
Streetscape® is the National Financial® brokerage workstation. The system provides real-time information about your clients’ brokerage accounts. It also enables you to submit account instructions and requests such as trades, federal fund wires, systematic reinvestment instructions, and much more. View and print National Financial® account statements, trade confirmations and tax statements/resources via Streetscape®.
You can also view market information such as quotes, third-party news, charts, and analyst reports (some of which may require a subscription). Access Streetscape’s Report Manager which provides access to management data or use Streetscape® Alert Manager to subscribe for notification of events related to accounts, asset and money movement, corporate actions, and trades.
An intuitive investment advisory platform featuring: multiple investment solutions, robust proposals, in-depth research, a client-facing website and aggregated reporting.
This Advisor Portal-based tool allows advisors to extrapolate relevant data and run reports that separate their business assets at multiple levels. Calculating and displaying such information enables advisors to analyze clients and accounts by:
These reports provide the means to creating an actionable business plan with real time client information. Details on AUM for Retail and Investment Advisory business can be viewed on both summary and detail levels. Advanced data analysis capabilities allow advisors to streamline data flows and create reports to spotlight inefficiencies, validate resource expenditures, or conduct cost/benefit studies.
Developed by Succession Planning Consultants these succession planning tools assist advisors in valuing their own practice, or one they are looking to buy. Four calculators are available to help advisors establish a data-driven value for a practice. (For a description of these calculators, see page 4 of this brochure.)
The Commission Report Center (CRC) is a sub-section of Advisor Portal that enables advisors to view their commission statements and other related activities in a multi-dimensional view.
The CRC allows you to:
In an effort to enhance the security of your information, our encryption functionality will help emailed content to be securely delivered to the recipient without being intercepted, accessed, or read by unauthorized persons.
Two approved email services vendors are compliant with firm regulations and archiving requirements and are available for our advisors’ business-related email communications. These vendors are: Redtail and Smarsh.
At AIG Advisor Group, we provide you with access to Forefield’s online library of marketing materials free of charge. Forefield has developed more than 3,000 pre-approved educational and sales resources including client presentations and seminars, concept pieces, newsletters and market commentaries.
The Online Registration Center was created to facilitate the recruiting process for both OSJs and potential recruits. This one-stop, web-based system significantly streamlines the on-boarding process, guiding recruits through the necessary steps and keeping OSJs up-to-date on the status of each registration.
RegEd is a web-based system used to complete compliance questionnaires and certifications. This includes new affiliate certifications, annual requirements such as Firm Element and Annual Compliance Questionnaires, and ongoing requirements such as the Outside Business Activities Questionnaire (OBAQ). RegEd is also a supervisory tool, enabling the FLS to view the submissions of advisors under their supervision.
Advisors can access the three predominant social media sites (Facebook, LinkedIn and Twitter) through the Social Media Dashboard. This easy-to-use application allows advisors to post certain content directly to the sites through the dashboard or send content to the Home Office for review and approval. Features include:
FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial and Woodbury Financial Services are registered broker-dealers and registered investment advisors, members FINRA and SIPC, operating under the advantages provided by AIG Advisor Group, a marketing designation of AIG Life and Retirement. (Not FDIC- or NCUA-insured. Securities may lose value. Not bank- or credit-union-guaranteed.)