To
keep you and your business at the forefront of our industry, the
technologies at Sigma Financial can help you run your office more efficiently.
Had problems with new software you purchased?
Computer problems got your office at a standstill?
Tired of looking for main office recommendations for computers and
coming up short? The Sigma Technology Department is your answer!
About the
Department
The
Sigma Financial team of in-house technology experts is on-call to help you
with whatever questions you might have.
We may not be able to solve all your problems but we have the
resources to find the people who can.
We also provide an array of services that put you on top of your
game while saving you time and money.
 First Clearing
SmartStation: All of the functions within SmartStation
are accessed via a single interface with easy-to-navigate tabs. A
number of applications that currently reside in separate locations are
housed within SmartStation and are accessed by one single logon. With
just one logon to SmartStation you will have access to all of the
features that you currently have in Wisdom, a direct link to the full
version of InfoMAX (including access to the CSG Consultant’s page),
access to your clients’ statements, confirmations, and tax documents,
plus many new features and services.
Wisdom:
First Clearing has developed
an online support tool to
help enhance
representatives' book of
business within FCC
brokerage accounts and that
is WISDOM. This new support
tool gives users many of the
same features as
SmartStation. Users can
view client activity, run
portfolio reports, research,
statements, confirmations,
tax documents and create
reports within an entire
book of business for both
retail and fee-based
accounts.
Client On-Line Account Access: Your clients with First Clearing accounts
can be set up with the ability to view their accounts via the Internet
at no cost. Their access includes current portfolio holdings, account
activity history, realized and un-realized gains/losses, the ability to
download to Quicken or Microsoft Money, householding reports
functionality, educational investor articles, Portfolio-To-Go watchlists,
market alerts, market news, market commentary, economic calendars, and
real-time equity quotes.
Sigma Client
Source
It's smarter. It's easier. It's less expensive.
Sigma Client Source allows you to manage your office, clients, and
consolidate client statements like never before with a great lineup of
client management features.
Learn more now...
MasterTrack High-Touch
In our industry, keeping accurate
records of your clients and your sales is vital.
To assist you in this process, we have developed a program
that will archive all of this information, and more, into one, easy
to use, interface.
MasterTrack High-Touch is a powerful tool
that…
-
Will
eliminate the need for keeping cumbersome paper blotters
-
Will
reduce errors by taking previously handwritten figures and
archiving them all in a digital format
-
Will
automatically generate Compliance approved reports
-
Will
help you to keep all of your client activities organized in one
central location
-
Some new features include letters, groups, beneficiaries, dependants,
and Systems for Success.
This
program is sure to change the way you work with your client's data.
Click
here to view a quick overview of the program...
www.sigmafinancial.com
It’s easy to get lost in all the fluff stuff out on the Internet
these days.
That’s why at Sigma we’ve created a “no-nonsense” website that gets
you the information your looking for when you need it.
Sales Tracking, Account Transfer lookups, Commissions Statements,
and Email and so much more are all easily accessible from the main
page of the Sigma website.
Using your @sigmarep.com email address you can access email from
wherever you are in the world…all you need is a computer with Internet
access and the ability to get to the
Sigma Financial website. You can check mail
anytime!
Sales Tracking allows you to view direct sales you have placed with the
main office and allows you to track by shipping number who has signed for
the sales at the respective fund companies.
This helps you keep better track of what has been submitted and
paid and what has not.
 Sales Fax Submission is a system we have developed here at Sigma that
allows reps to submit direct business with the main office via a fax
machine and Sigma Coversheet.
All sales submitted by 4pm are reviewed and reps receive notification of
approval or rejection that day to allow for speedy processing.
Once approved reps can then send sales directly to the fund company
thereby eliminating mailing time to the Sigma main office.
Sigma
Financial has
a feature on our website to better assist your support needs. The
Interactive Rep Support Assistant (iRep) is a FREE feature that brings some of
what we are able to view and do in the back office with our CRM system –
out for display to you and in come cases to modify. Using iRep...
you can...
-
View your CRD information.
-
See what designations you have on file.
-
View a product breakdown of your sales.
-
Change your office, mailing or home address and automatically notify your
appointed companies.
-
Create, view or track support requests to main office staff.
-
View your current licenses and states.
-
Check what companies we have you appointed with.
-
Review your Firm and Regulatory CE information.
-
Send in and track Early Check Requests
-
Set an out of office that lets our traders know your trade instructions
while you are gone.
The Bottom Line
The Technology Dept at Sigma Financial is here to help
you and your business grow.
Our primary focus is to make sure our Representatives are maximizing their
technology investments through proper training and assistance.
We feel very confident that after you have experienced the
difference from your current technology support…you’ll wonder why you
didn’t change broker dealer’s sooner.
Should you have additional technology questions or concerns please contact
Terry Delongchamp, our IT Director, at
terryd@sigmafinancial.com
or toll free at 888-744-6264.
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