SSN was recently nominated for the WealthManagement.com technology award for our FOCALweb platform. The award presentation will be held at a gala reception on September 24th at the Mandarin Oriental Hotel in New York City. To read more about this honor, please click here.
We deliver round-the-clock access to information necessary for you to run your business.
FOCALweb is Securities Service Network’s web-based front office portal that gives you direct access to information necessary to efficiently run your business. It’s like having an entire corporate office team at your fingertips any time you need it, seven days a week, around the clock.
- Account wizard integration with Redtail CRM, eliminating duplicate data entry
- Complete and submit paperwork online using our Edoc Delivery System
- Required forms are bundled together by account type
- Integrated forms library containing applications for all types of business including brokerage and product company forms
- Go paperless with our virtual file cabinet
- View up to the minute pending commissions
- Searchable Approved Products Guide
- Continuing Education Tracking
- Track progress of new business and service requests
- Annuity selection and comparison tool
- Online Policy and Procedure manuals
- Block trading and sophisticated model management
- Checks and Securities blottering system
- And many more features…
FOCALweb has an intuitive, easy to navigate interface that will make your office more efficient with state-of-the-art technology. Call us today to set up a demonstration.