A complete range of technology is available to the broker. The SIS system and the windows based Brokers Workstation are available for order entry, account review, positions, margin balances, inventory, and more. Many types of reports can be generated by these systems to meet any offices needs. The following services are a partial listing of what is available.
- Internet Capabilities for Representatives and Clients
- Portfolio Tracking with Cost Basis
- Real-Time Positions and Balances
- Online Statements and Confirmations
- Online Customized Reports
- Historical Online Account Activity
- Real-Time Bloomberg Interface Scope of Services
- Automated Executions
- Mutual Fund Networking
- Consolidated Account Statements
- Dividend Reinvestment Program
- IRA, KEOGH and SEP Accounts
- Automated Money Market Sweeps
- Free Check Writing
- Visa Debit Card
- ACH Capabilities
- Paperless Environment
- Laser App