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A More Efficient Office Back to Technology Our aim is to help you "go virtual" whenever possible, improving the bottom line by streamlining the paperwork process and the way your entire office runs. Practice360°® shows you what’s happening across your business See where you’ve been and fine-tune your strategy for moving forward. Practice360º shows you historical assets under management for the past 36 months, and lets you track overall business trends, asset and production growth, alerting, and household/NIGO statistics for your entire book of business. More than 60 different types of standard reports let you slice and dice your data any way you like—with just a few clicks of your mouse. Track the status of your work online Our advanced workflow engine lets you and your staff track in real time more than 300 types of work within 40 categories and across 20 home office departments. See at a glance whether something you’re waiting for is in progress, requires follow up, or has been completed. Less paper, more productivity We understand how difficult it is for you and your assistants to generate and process business if your office is buried under paper. While we can’t control what regulators require, we can continue to create ways that make it easier to do what’s necessary while keeping you and your staff focused on your business. Upload, store, and view client documents electronically. Dramatically reduce the volume of hard copies your office processes with Client360°® Documents. Put statements, confirms, trade blotters, and more online. You’ll benefit from easier access, fewer file cabinets, and a more efficient disaster recovery plan. Operate on-the-fly with our New Account Wizard Establish an account number, fund the account, and start trading instantly. Our wizard gives you all the required forms, as well as critical information on deadlines and a checklist of missing information—all of which helps keep productivity up and errors down. Intelligent wizards and EasyFill save time and improve accuracy Select a category or keyword describing what you want to do, and let our wizards find the appropriate paperwork from our electronic library of 2,500 Commonwealth, NFS, and direct sponsor forms. Then let EasyFill automatically populate up to 100 percent of the form with client data. Hosted e-mail We’ll host your business e-mail and archive it in compliance with applicable regulations—so you don’t have to. And instead of dealing with third-party providers for technical support, just call us. |
 
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