FOCALweb is our web-based application that
gives you direct access to information necessary to run your business.
It provides an intuitive, easy-to-navigate interface that allows you
to display and print commission statements, online forms, account
and client information, blotters and trade data, licensing and insurance
appointment imformation, and up-to-date approved products guide, while
keeping you informed of important notices and bulletins. Here a few
of the key features:
- Viewing
your commissions and licenses.
- Lookup
your client information for brokerage and non-brokerage accounts.
- New
Account Setup - streamlined for brokerage and non-brokerage accounts.
- Automated
trade execution and blotter system.
- View
the status of ACAT's 24 hours a day.
- Ability
to retrieve, fill out, and print forms online.
- Request
a check from broker online.
- A
dedicated FOCALweb Technical Support Representative just
one phone call, e-mail, or support ticket away.
Here
is what one of our representatives had to say about
FOCALweb:
"I
can't say enough good about FOCALweb. As we all attempt
to move to a "paperless" environment, FOCALweb
has been at the center of change for Cornerstone's operation.
We have 5 reps presently with only one full time service
person and 2 part time. Two years ago we were at 3 reps
with 4 full time employee's. Volume is up and service
is consistent with the level of excellence we insist
upon. I view FOCALweb as my window to SSN that saves
me a vast amount of time and worry. Cash flow planning
is so simple now due to the real time commission information,
whereas before every week was like the lottery: you
never knew.
Likewise
with Streetscape. It was a quantum leap to get it and
it just keeps getting better. Thanks to the dynamic
leadership in the technology area.
From all of us at Cornerstone we thank all the professionals
and staff at SSN. Keep up the superb job!"
H.
Jeffrey Smith, CFP, CPA
President
Cornerstone Financial Advisory, Inc. |
If
you would like to see how FOCALweb can make your
business more efficient, please give us a call and we can
setup a demonstration for you.
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