Technology Solutions by Securities America Inc
An integrated platform built on advisors' needs has been a particular challenge in the independent space, where advisors want the freedom, flexibility and portability of technology that best fits their practice. Securities America's solution is e*Office Advantage, a user-friendly web-based resource center that provides advisors the tools to run an efficient and effective business.
Securities America has been a leader in moving advisor workflow online, from online account setup to straight-through processing of brokerage and non-brokerage business. Rather than offering a set of non-related software tools, Securities America offers an integrated process so advisor-facing activities and back-office activities are completely coordinated.
Flexibility and choice is a key reason many advisors choose to become independent. That's why Securities America builds its systems to allow integration with outside software packages. And our safeguard reviews of third-party applications help advisors ensure that confidential client information remains safe.
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