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. 

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 Sigma 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 email 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, toll free at 888-744-6264.

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