Client Source
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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.

• Online Document Storage
• Full contact management and task management functions (calendars, tasks, letters)
• Consolidated Client Statements (using data from First Clearing, DST, and DAZL)
  - House holding functions
  - Multiple client reports (asset allocation mix, total view, periodic reviews)
  - Batch account functions for easy management of periodic reviews
• Work Flow/Process Management
  - Rolling history of tasks
  - Priority and due date coding for tasks
  - Assignment of tasks with update notices  
• Integrates with Laserapp (for filling forms), Morningstar Principia Pro/Adv. Workstation, and Moneyguide Pro
  - One button click for exporting client accounts to the above programs  

This is just the tip of all the functions it has.

All of our reps have been afforded a special opportunity to try out this great new system for a period of 60 days to see if it will fit into your practice.  The 60-day trial starts from the first time you login.  If after the 60 days you wish to continue using Sigma Client Source you will be prompted to do so. 

At that point your commissions will be debited a reasonable fee for using the system.  It should also be noted that assistants can be added for free, unlike many other popular consolidated statement systems.

If you have any questions, please contact a member of our Case Planning or Technology Departments at 888-744-6264.