Empowering the advisor of the future

We may be a small firm, but our technology platform rivals anything you may find at other firms, including the wirehouses. In fact, through our relationship with First Clearing1, our advisors have access to one of the most robust and innovative technology platforms in the industry, with tools like:

The SmartStation®2 brokerage platform - A powerful technology solution that offers a fully integrated suite of applications designed to make your business more efficient, productive and competitive. It provides easy access to vital, up-to-date information about client accounts and markets with a dynamic client dashboard display, allowing you to deliver a higher level of client service and more proactively identify business-building opportunities. And SmartStation’s Smart2Go app lets you take all this power with you anywhere, anytime. Smart2Go gives you true mobility, allowing you to access key client data and quality advice on your iPad3 where ever you have an internet connection.

First Clearing’s InfoMAX®2 intranet – InfoMAX offers a wealth of real-time information for financial advisors. It provides online research and investment strategy reports from some of the nation’s most respected sources and furnishes a wide variety of information on products and services available through First Clearing.

Access Online – Give your clients the convenience to view their investment accounts and much more via a secure online portal, including:

  • Real-time detailed account information for individual accounts or an entire household.
  • Ability to download account information to Quicken® or Microsoft® Excel.
  • Secure access to statements, trade confirmations and tax documents/1099s.

From 24/7 online account services to consolidated reporting capabilities to create customized, comprehensive reports instantly, our technology platform is designed to make you a true advisor of the future.

1First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

2SmartStation® and InfoMAX® are registered service marks of Wells Fargo & Company and used under license.

3iPad® is a registered trademark of Apple, Inc.