Searching for Technology Solutions? Our Software Suite Can Get you There!
Bundled SDD, SDR, Vista, ViewPoint available as Lease/Rent
or Purchase for Broker Dealers, Insurance Companies
Less than $2,500 Gets Broker Dealers Up and Running
Get the Entire Suite for a single low monthly charge, including 1 to 1000+ ViewPoint Consolidated Client Statement licenses. You get the WHOLE SYSTEM, including:
- ViewPoint - Consolidated Client Statements
- SDD - Securities Data Distributor
- SDR - Securities Data Repository
- Vista - Compliance+Sales+Marketing Reporting System
Or, Purchase the System or any of the modules. Add more modules as your requirements expand. Grow the system with your enterprise needs.To compete, you need to provide your Reps, Planners, Advisors and their Assistants with a Consolidated Client Statement. The answer is ViewPointä from AS&Abrokersoft.
ViewPoint Consolidated Client Statement software is distributed and controlled by the Broker Dealer and is customizable to suit your needs, product mix and business practices. The system uses data already available in your shop or on your user's desktop or delivered by the Broker Dealer using SDD. Get a current consolidated picture of a client's holdings and net worth, in any single account or across multiple Household Accounts using our built-in Profile Wizard and Below-The-Line Asset Manager . ViewPoint Consolidated Client Statements include detailed asset items, reporting on Variable Annuities to the sub-account level, Color Graphics, Tables and Mutual Fund Asset Allocation.
Competition demands that you store and distribute the data that your Reps and Planners need from Pershing, DST, First Data, your Home Office or other sources...put an end to the cost of subsidizing a few, a few dozen or even hundreds of Reps get and use that data...and become their sole source and supplier! UseSecurities Data Distributor and Securities Data Repository . Get the data once for the entire firm and get your home office the books and records data it needs. Distribute it over and over and over again, to as many levels of hierarchy in whatever groupings you determine to get the Branches and Reps the data they need, or use the Repository to develop custom reports and data stores. Eliminate redundant download and distribution costs and expenses!
SDD software lets the Broker Dealer download firm wide data from Pershing, DST Fan Mail, First Data DAZL,NFSC and others, define recipients and distribute it to the user population in any grouping or hierarchy of the B/D's choosing. Use the data in your B/D's own ViewPoint Consolidated Client Statements or other third party applications. Additional data provider interfaces including your own Broker Dealer, RIA, Money Manager and Life data can be added.
SDR software is an Open Repository for the same data, provides current account valuations and keeps historical data for the entire firm's client database. Query the data or make use of it as you see fit. Feed other in-house databases or distribution mechanisms already in place, or create custom reports and data stores or let us create them for you. Fulfill your electronic books and records requirements with the Master Database.
You Need to provide your Home or Branch office personnel with a Compliance+Sales+Marketing Reporting system. The answer isVista from AS&Abrokersoft. It stays at Home, goes on the road with your Compliance personnel, or gets distributed to the Branch offices. Evidence Compliance. Reward Sales. At the same time, with the same tool, for the same audience.
Vista software makes use of your new SDR Master Database for Sales and Compliance Reporting, and includes a module to create portable Branch office databases that Compliance can take on the road with them for audits or distribute to your branches. Get additional Consulting; Advice; help finding the right tools for the right cost to fit your organization; custom software design or development. The company principals have more than 50 years of combined experience in Information Systems and Management in the Securities Industry. We pioneered On-line systems for Home Offices and remote Branches and Reps; Digital Fund and Clearing Firm Statements on CD-ROM; modern, flexible, scalable Commission Accounting and Reporting systems. Our Clients are Small, Medium and Large Broker Dealers. Established and Start-up.
- On Retainer, for Special Projects, or Time and Materials. We provide Consulting Services and undertake special software development projects or Project Management. In-depth experience with Securities Industry Data, Downloads, Commission Accounting systems, Regulatory and back office business issues and practices.
Don't outsource your relationships with the field. Our systems allow you to control and distribute the software and data your people need. Make certain that your Reps, Planners, Advisors and Managers always keep the Home Office in sight and clearly see that their Broker Dealer is adding value to their practice.
Become their data and software provider of choice. Don't outsource your relationship, don't give a third party control. Recruiting or retaining just one small to mid-sized office will pay back the cost of the entire suite!
We have been, are and will continue to be fully committed to the Broker Dealer community, and maintaining a clear line of sight between the B/D Home and Branch Office personnel, your Reps, Planners, Advisors, and Clients.
You work hard. We work hard for you. Add Value. Add the Suite! AddAS&Abrokersoft !
The Graphic Diagram below shows how our Suite can work in your environment to provide you with a Total Solution!