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Technology

Technology is moving at the speed of light in today’s world and is going to be one of the main reasons  your business is going to be successful or not.  Nations has taken the guess work out of picking the toolset and created a suite of toolsets that you can integrate on Day 1 when joining Nations to help you:

  • One Login – Single Sign Access
  • SmartOffice: CRM with Outlook integration and
  • Black Diamond: Wealth Management Platform and Client Reporting solution
  • Albridge: Data Aggregation
  • Morningstar – By All Accounts: Account Aggregation tool set for assets held away from you
  • Docupace – Online client document imaging and account opening platform
  • Money Guide Pro: Financial Planning tool set

To learn more about Nations Financial call 800-351-2471.

“We are proud to offer access to technology that was designed for brokers by brokers. Bottom line, it’s just a smarter way to run your business.” LESLIE MILLER, Director of Information Technology