Join Investors Capital — Technology
Investors Capital understands the benefit great technology can have for your business. We ensure our representatives are equipped with the tools they need to manage their business as efficiently as possible. When you join Investors Capital, you have access to one of the most comprehensive and powerful trading platforms, a comprehensive web-based commission system, and access to a wealth of business-building resources.
NetExchange Pro ™ for Windows® lets you quickly and easily review client account information, access real-time quotes, enter and track orders, and review historical account activity. NetExchange Pro enables investment professionals to:
- View and Manage their clients’ accounts
- Get streaming and real-time quotes
- Enter orders for stocks, options, mutual funds and fixed income products
- Obtain news reports
- Access leading investment research
It is also your gateway to some of the most recognized names in equity research, such as Standard & Poor’s, Reuters, Credit Suisse First Boston, MarketEdgeTM, Morningstar®, and others. In addition, you have access to a range of analytical tools to help you make the best decisions for your clients.
Investors Capital’s Client Information and Commission Management Program gives you online access to our back-office systems through your desktop. With this powerful system, you can easily create and manage your own client database, generate sales blotters, and view the most recent commission statements and pending transactions. The imaging feature allows you to view all scanned client documents and lets you upload an unlimited number of customer documents, stored securely and electronically by Investors Capital.
A short video introducing Albridge Solutions and the Albridge Wealth Reporting application. Click here to watch.
Investors Capital’s Client Wealth Reporting and Data Aggregation Software, Albridge Solutions™ is one of the industry’s most advanced aggregation, consolidation, and reporting support tools available. This web-based solution automatically gathers and stores all trade activity for both brokerage and direct business, and generates an online consolidated statement showing all of your clients’ holdings. These reports can be archived for future reference, and printed or emailed to your clients. Information from this system easily integrates with most Client Relationship Management (CRM) Systems.
Representative Web Site is a password-protected website. Through this site you can access a wide range of compliance-approved marketing materials, including pre-approved print advertisements, direct mail pieces, and more. View and download “The Capitalist,” our monthly representative-focused newsletter designed to keep you current on the latest news from all of our departments, including compliance updates, new product releases, continuing education credit reminders, licensing requirements, as well as any other important news.
Technology Training Department provides ongoing online and in-person training and support to ensure that you and your assistants are able to fully utilize the technology we make available. Investors Capital also offers regular training in the effective use of Microsoft Word®, Excel®, and PowerPoint®
WE ARE COMMITTED TO PROVIDING YOU WITH THE LATEST TECHNOLOGY TO HELP YOU MANAGE YOUR BOOK OF BUSINESS MORE EFFICIENTLY.