KNOXVILLE, Tenn., Jan. 24, 2014 /PRNewswire/ -- Securities Service Network has announced the launch of a redesigned version of its advisor portal, FOCALweb. The mission of the redesign was to enhance the underlying system architecture, to improve the advisors' experience and provide additional functionality, such as third-party system integrations and mobile access.
Capitalizing on the new architecture, FOCALweb integrates with Redtail Technology for CRM integration, Quik! Forms for pre-populated forms, Docusign for e-signature and single-sign-on access to custodian platforms. In 2014, SSN will introduce additional integrations with financial planning software and an investment advisory platform. These integrations reduce advisor costs, enable advisor productivity and increase time for building and servicing client relationships. "The redesign of FOCALweb and the inclusion of these integrations reduces the amount of time advisors spend on paperwork and affords them the opportunity to move to a paperless office," said Joe Simpson, Director of Information Technology at SSN.
Each of the existing integrations, along with various native functions, may now be accessed via mobile devices. Advisors can service customers "anytime, anywhere" and can access a host of functions including opening client accounts, reviewing activity, requesting money movements, reviewing fees and commissions, and trading.
Other redesign enhancements include:
- Enhanced financial product search features
- Enhanced client and document search features
- Better platform performance and stability
Securities Service Network, founded in 1983, is a locally owned and operated independent broker dealer, headquartered in Knoxville, Tennessee. SSN currently has more than 500 affiliated financial professionals nationwide. SSN was recognized as one of the top independent broker dealers in REP. magazine's annual IBD Report Card Survey and is a member of the INC. 500 magazine's Hall of Fame having been listed 8 times. SSN has consistently ranked as one of the Friendliest Broker Dealer to RIAs by Investment Advisor magazine. Through its subsidiaries, SSN also offers investment management, advice, financial planning and insurance services. For more information, please visit www.joinssn.com.
For questions and additional information, please contact Heather Mazzouccolo, Securities Service Network, Inc. marketing manager, at (865) 777-4677, ext. 274 or email@example.com.
SOURCE Securities Service Network, Inc. (SSN)