Techology: eFOCUS
eFOCUS is Fintegra's exclusively-packaged technology program for Account Executives - the first of it's kind in the industry. It is one of the most advanced packages available to Account Executives - and one of the most affordable in the industry. It combines the client management tools Account Executives need, with the financial engines that will make the most efficient use of their valuable time.
In the financial services industry, ever-changing regulatory requirements, paperwork, products and services, and reporting needs can create technological nightmares. Finding compatible programs and resources that work together to the Account Executive’s benefit can present a huge challenge.
Fintegra is proud to make available a very user-friendly technology package, combining several exclusive programs, which will enhance an Account Executive’s ability to conduct their everyday business. It truly is a unique technology SOLUTION for the Account Executive who wants it all at their fingertips.
The eFOCUS package consists of the following programs and capabilities:
- Investigo®
- MoneyGuide Pro™
- LaserApp
- FinFax
- DRS: Document Retrieval System
- CommissionWeb
- Pershing's Net Exchange Pro™
- Fintegra’s AE-Exclusive Fintegra.net Site
- Fintegra's Marketing Resource Center
Investigo®
Investigo® is an easy-to-use web-based application that provides the following capabilities:
- Customer Account Aggregation
- Performance Reporting
- Compliance Reporting
- Client Relationship Management
Investigo® will download brokerage client and trade detail from Pershing, as well as direct mutual fund and variable annuity client and trade detail from DST and DAZL. By gathering and merging all relevant client data, the system enhances cross-selling and up-selling opportunities.
MoneyGuide Pro™
Web-based financial planning software that links directly with the client data in Investigo®. It makes it fast and easy to create meaningful, high-impact plans that are sophisticated, but not complicated.
LaserApp
LaserApp software helps complete financial applications by using the client data from Investigo®. Simply choose an application from the menu and the form appears on the computer screen with most of the current client's information already completed. The entire form can be easily edited and printed out. LaserApp stands at the ready with current applications and forms from Fintegra, mutual fund companies, and insurance companies
FinFax
Account Executives can submit their paperwork for brokerage and direct business via fax, saving valuable time and postage costs, ensuring efficient principal review, and preventing the incidence of lost paperwork.
DRS allows AEs to access imaged copies of the following client paperwork sent through Fintegra:
- Brokerage business from 1997 to present.
- Direct business from June 2003 to present.
CommissionWeb
CommissionWeb is the web-based commission and licensing system that allows Account Executives to monitor their production compensation and business growth, review licensing requirements, and develop detailed management reports. As part of our eFOCUS technology platform, the web-based commission and licensing system allows an Account Executive to monitor their production and business growth, review licensing requirements, and develop detailed business management reports.
NetExchange Pro™
Pershing’s system used by Account Executives to view brokerage accounts and financial information. The following functionality is included:
- Account Information
- Equity, MF, Options Trading
- Securities Quotes
- Annual Reports
- Research and News
- Rateboard
- The Source: Updates and Marketing
Fintegra Account Executive-Exclusive Website
Fintegra’s back office website provides the Account Executive with immediate access to time-sensitive AE information, tools, calculators, forms, and critical compliance updates, as well as product information and website links.
Fintegra Marketing Resource Center (MRC)
Through Fintegra.net, the AE can enter the Fintegra Marketing Resource Center (MRC), where they will find marketing samples and ideas to broaden their presence in their community. Client letters, seminars, advertising guidelines, referral programs, and many more ideas are accessible via the MRC.
Fintegra is committed to providing unsurpassed service, products, knowledge, and technology to assist Account Executives in building their business and helping their clients. If you have any questions regarding these technology initiatives, please contact Fintegra.