When you partner with AISG, you gain access to RBC Correspondent Services and cutting edge technology that gives you the freedom to operate your business effectively from any location. The research, trading, and back office technology you receive not only ensures your business runs smoothly, but also provides your clients with the best unbiased research available. Sophisticated, yet easy-to-use business tools and easily accessed information allow you to build robust financial plans and make appropriate investment recommendations.
When you partner with AISG, you gain access to RBC Correspondent Services and cutting edge technology that gives you the freedom to operate your business effectively from any location. The research, trading, and back office technology you receive not only ensures your business runs smoothly, but also provides your clients with the best unbiased research available. Sophisticated, yet easy-to-use business tools and easily accessed information allow you to build robust financial plans and make appropriate investment recommendations.
Gateway InfoWorks SM RBC provides the integrated broker workstation tools you need to enter trades, get quotes, conduct research, generate client reports and more in a single solution that’s simple to use. Easily create desktop proposals for fee-based services, model mutual fund portfolios, and other investment solutions for your clients. Quickly retrieve point-of-sale marketing and sales tools, brochures, and sales letters when you need them. No more cumbersome commands; enter orders or review accounts in just a couple of clicks.
FC WebLink SM FC WebLink is provided as part of Gateway InfoWorkS. With FC WebLink, you can place orders, view account information, and obtain a variety of reports including order inquiries, activity reports, positions reports, moneyline reports, and commission reports. There is no charge for this online trading platform.
BETALink If you need a more robust trading platform, consider BETALink, a Window’s-style portal to the BETA system. With BETALink, you manage more money, more efficiently. Enjoy quick access to vital information such as account activity, security descriptions, maturing securities, cash available to invest, and more. Enter orders for equities, options, and mutual funds using pre-filled “smart” screens and provide instant execution and performance reporting for superior customer service. BETALink is an optional online trading platform available for an additional fee.
Investor Connect® Give your clients online access to review their accounts and acquire valuable investment information and research with Investor Connect. Personalized with your contact information, this Web site provides your clients with a daily market summary, mutual fund and company profiles, news, and delayed quotes. They can also get Microsoft® Money and Intuit® Quicken downloads, Online Bill Pay and more. And, you can monitor your clients’ online activity and know how often they access their accounts. Clients with Investor Connect access have been found to have two-and-a-half times higher account size than those without.
Forefield Advisor Increase your sales potential and productivity with Forefield Advisor. Forefield is a real-time web-based sales, education, and client communication tool that lets you deliver current, concise, and NASD-compliant advice to clients. This one-stop solution gives you access to more than 2,000 articles, illustrations, tables, and interactive tools to serve your personal continuing training and education needs. E-mail alerts about recent legislation and industry changes keep you on top of new planning and sales opportunities.
In addition, you get 1,000 content resources for client education and marketing. Customize the marketing materials and client presentations, quickly and easily, with your logo and color scheme and then personalize them with your contact details; even add your photo. With this valuable tool you can provide quick and accurate answers to your clients’ questions and explain complicated planning strategies using easy to comprehend materials that help boost your productivity and generate sales.
Silver Planning Software Complement the web-based technology and simplify the process of creating client plans with easy-to-use planning software. Account for all of your clients’ assets, even those held outside of your accounts, and conduct thorough analyses of your client’s current investments compared to your recommendations. When you provide this type of service your clients feel more secure about their futures, are more motivated and involved , and it helps solidify client relationships. You earn a larger share of their business and loyalty, and increase your closing ratio. Features include: asset allocation tools, portfolio management tools, investment screeners and fact sheets, financial calculators, client management tools, client presentations, and more.