What can you tell me about your platform for me and my clients?

Smartstation is a turnkey, single sign-on advisor and backoffice workstation. The system is designed to help advisors manage real-time client data, account performance, trading tools, portfolio reporting, contact management and much more. Under one login, the system employes dozens of integrated modules which are easy to find and open in a browser like format utilizing favorites and a  bookmarks bar. As smartsation is large and complex, please call Curt Fox at 410-342-1300 to arrange a demo.

The system in its most basic and low cost form provides the following to our reps:

1. Account Workbook:  Name or Houshold account lookup – balances, positons, account overview, order entry and reporting, account activity, access to client documents, statments, position reports, etc.
2. Advisor Workbook – Commissions analysis daily, monthly, annually.  Moneyline, Position reports, Online money movement requests, and much more.
3. CRM – with integraed calenda and  client or prospect notetaking  saved to the system.
4. Research – Equites, ETFs, Fixed Income, Mutual Funds, including macro economic views, asset allocation research. Rseearh comes from at least Wells Fargo Advisors, Morningstar,Credit Suisse and others.
5. Online Trading of stocks, options, mutual funds, CDs, UITs, ETFs, bonds notes,and continuous access to US trreasury and agency offerings. Trading modules includes multiple order entry on on scrren and complex option orders. “Bond Center” incldues current offerings from participating dealers of corporates, munis, CDs, etc. Product is fully integrated at the account level and offers, search by yield and maturity crities,  with ladder building and other fixed income portfolio functionality.
6. Estate Planning Guidance and educational material.
7. Reports: Position and tax lot reporting, Gains losses, estivmated income, performance, portfolio snapshot, etc.
8. Integrated professional level quotes and news package provided by Thompson Reuters.
9. Full Back office functionality for sales assistants and back office personnel.
10. Clients can have full online access to therir accounts on the web complete with real time positions and balances, gains and loss reporting, and the abiltiy to download stattements and tax documents.