Comprehensive Technology

Just as important as product choice – your BD technology platform must make it easy to do business across all channels with consistent processes and streamlined accounting of revenue and expenses.  So, that is just what SSN has built.  Our advanced technology will help streamline the day-to-day management of your practice and provide you with all the tools you need to ‘Wow’ your clients, day after day, throughout every stage of the relationship.  It’s about time your BD provides you with the tools to make your practice flourish.

Joe Simpson

Advisory firms today are faced with the daunting task of meeting various competing customer needs with financial products and services. To do so effectively with scarce resources, firms need a flexible, repeatable and transparent way to prioritize and address those needs.

It’s About Time.

SSN has chosen to integrate our proprietary systems with MoneyGuidePro, one of the most nimble programs to provide holistic planning for clients at every phase of the financial journey.

FOCALweb, SSN’s dedicated web portal, is your web-based front office system that gives direct access to applications designed to enhance your business processes. With an intuitive, easy to navigate interface, you and your team will have 24/7 access to this powerful system that provides:

  • New business processing with Task Wizards, a complete forms library, and integration with Redtail CRM
  • eSignature capability so that you and your clients can sign documents electronically
  • Visibility to client or account information and documents
  • Single sign-on access to the clearing firm of your choice; Wealthscape and NetX360 are both available with a single click. You can monitor the market, receive quotes and place trades online even when you are not in the office.
  • Electronic communication and interaction with your SSN back office that allows you to request distributions, information updates, and much more.
  • Revenue and Expense statements that detail all your fees, commissions, overrides, and other income while accounting for fixed and variable costs

Now you can spend your time building relationships with clients, because monitoring and reporting investment performance has never been easier than with our flagship advisory platform, Encompass.  Even if your practice is concentrated in direct relationships with mutual fund companies or third party money managers, our partnership with Albridge Wealth Reporting allows for data aggregation and consolidated portfolio accounting.

When you want to grow your practice, it all comes down to this, doesn’t it?  SSN can help by supporting advertising plans, including your website and Social Media efforts!  At SSN, marketing compliance is not an oxymoron…our internal system for Retail Communication Requests will turnaround your advertising requests with speed and consultative advice, typically within 24 hours of submission.