TECHNOLOGY
Securities America
TECHNOLOGY UPDATE
Future Enhancements, Offerings and Opportunities
Advantage Workstation Platform Upgrade
Coming in 2019, enhancements to the Advantage
Workstation will create changes in both Account
Manager and Dashboard. The focus is to enhance
the user experience without losing functionality while
moving these systems to a cloud-based platform.
Benefits of these enhancements will include the removal
of specific browser reliance and easier third-party
integration opportunities in the future. More information
will be published as it becomes available. If you have
questions, contact the Technology Training team.
New Client Portal
Securities America is working with eMoney to create
a portal you can provide your clients. The portal will
be available to all Securities America advisors at no
additional cost in 2019. In addition to the client portal,
we have negotiated deep discounts with eMoney if you
would like to add the Financial Planning or Account
Aggregation features. As this project develops, we will
share more information. If you have questions, contact
the Technology Training team.
13 Financial Institutions Newsletter | 4 th QUARTER 2018
Managed Opportunities on
New Business Solutions
Coming later this year, this new integrated
system will allow you to open Managed
Opportunities accounts through the New
Business Solutions application. New
Business Solutions consolidates various
processes involving new account setup,
while Managed Opportunities, an
institutional third-party money management
advisory program, traditionally involved
manual processes to setup accounts.
Proposal information will be pulled directly
from Envestnet to start the Add Account
process. This will allow you to prefill client
information from open records in our
systems or Redtail, use electronic signature
and integrate paperwork transmission to
the home office for processing. More
information will be published as it becomes
available. If you have questions, contact the
Field Technology department.