Smartstation®
Build and deepen client relationships with real-time data management
Will your client prefer growth stocks or balanced funds? How is their risk tolerance? As a financial advisor, you need to be able to see these portfolio data on demand. The right CRM can consolidate client investment data and let you take action in a timely manner when managing roll-over dues, maturing certificates of deposit, cash balances that are too high, and more.
Titan Tech can install Smartstation® — CRM software featuring a variety of applications that let you oversee account performance, trading tools, portfolio reporting, and contact management, using only a single sign-on interface. It also lets you access up-to-the-minute market news, comprehensive research from third-party providers, and the latest recommendations from the Wells Fargo Investment Institute.
Some of the features of Smartstation® include:
- Envision® Process – strategic planning that is centered on the client’s life goals and aspirations
- Envision® Plan to Pie® – have meaningful conversations with clients by monitoring their portfolios visually
- Smart2Go® – iPad application that provides on-the-go access to client data
- Envision® Scenarios – allow clients to modify and model different goals and see how the changes affect their investments
