We believe that technology should enable you to serve investors more efficiently, effectively, and with greater convenience. Our technological solutions complement your efforts by providing the tools and resources valued by today’s investor.
Orion is a powerful, intuitive tool for representatives and their clients, to gain a consolidated understanding of assets being managed. Orion provides the accurate daily reconciliation and informative key reports that you would expect from the nation’s largest privately held portfolio management provider, but their solutions are designed to do more than give you the basics. Orion helps our representatives’ businesses function better in every aspect of what they do.
- Trading and rebalancing
- Portfolio strategy management
- Third-party integration for CRMs, planning software, and more
- Client portal and document vault
- Branded mobile apps
Orion is the all-in-one, bundled solution that has everything you need to enjoy your business again.
RBC Correspondent Services
DFPG’s strategic alliance with RBC Correspondent Services provides unparalleled access to the resources and capabilities of a large, industry-leading clearing firm. In association with our partnership with RBC, you will gain access to cutting-edge technology, marketing and business development tools, industry research and analysis, and an extensive NTF program.
WealthStation is a web-based workstation that provides the tools needed to acquire, service, and develop client relationships. With the benefits of customization and an easy to use interface, WealthStation offers an all-in-one convenient solution to better serve your clients by executing trades using batch orders, accessing live quotes, and creating custom reports.
Forefield Advisor is an industry leading web-based tool that places a broad library of personalizable education and sales tools, including access to more than 3,000 articles, illustrations, worksheets, tables, and interactive tools, at the finger tips of our representatives.
A powerful and intuitive client reporting tool that provides a comprehensive and analytical view of client accounts, custom groups, and your entire book of business at RBC.
A 24/7 solution that allows your clients to securely and easily gain access to their account information and critical market news.
With Repertoire, DFPG can provide our representatives with 24/7 access to the information that drives their business.
Repertoire allows you to accomplish the following:
- Access your clients’ account and suitability information.
- Download your commission statements (including historical).
- View commission transactions pending for the current period.
- Store and retrieve client document images.
- Examine any compliance issues that may be holding commissions.
- Setup and maintain client householding groups.
- Display and renew FINRA licenses.
Repertoire also includes a data bridge to LaserApp’s Broker-Dealer and Vendor forms so that they are automatically filled in with the client information, thus eliminating unnecessary duplicate entry.
Citrix’s ShareFile helps our representatives exchange files easily, securely, and professionally.
ShareFile is a leader in mobile workspaces, providing virtualization, mobility management, networking and cloud services to enable new ways to work better. ShareFile has more than 50,000 corporate customers and 17 million users around the globe.