Technology Overview
Our advanced technology is among the most advanced available in the financial services industry, designed to help you operate your business more efficiently, service clients more directly and conduct research more conveniently.
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Technology
MARS - Virtual Back Office
Mutual's Automated Reporting System (MARS) streamlines back office operations, providing all essential compliance and operations reports through a single platform.
Streetscape Broker Workstation
Streetscape is National Financial's broker technology platform which integrates online trading, customer account information functionality and independent research.
AdvisorChannel Workstation
AdvisorChannel offers a robust combination of PC-based and Internet-based portfolio management, analysis, trading and reporting tools ideal for active advisors.
Portfolio Accounting
Delegate your portfolio accounting and client reporting chores to us, and conveniently access institutional-quality client reports and invoicing information through our front-end internet interface.
Financial Planning Tools
We offer NaviPlan financial planning software as an integrated suite of tools developed for financial professionals to build advice-based client relationships.
Quotes & Market Data
Gain access to a broad array of market data, analytics, and intelligence recourse through one or several providers we make available to our representatives and advisors.
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