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Technology

Every minute you spend struggling to make technology work is a missed opportunity to connect with your current clients and attract new ones.  Nations gives you access to technology designed by brokers, for brokers — based on the way you work.

  • SmartStation®. At the heart of our technology is SmartStation® — an industry-leading single sign-on system. With just a few keystrokes, SmartStation enables you to easily monitor and maintain client records and perform transactions, as well as obtain market data and analyze your book of business.
  • InfoMAX®. In-depth information about products, services and offerings. Research and investment strategy reports including market commentaries.
  • NFGI’s Brokerlink. Gain access to On-line forms, compliance and licensing data, current commission statements, home office communications and more.
  • Envision®. Investment planning process proven to deepen existing client relationships and attract new ones.

You’ll also have desktop access to:

  • BondDesk ®. Direct access to one of the largest retail fixed income inventories in the industry
  • Docupace®. Online client document imaging and workflows
  • Image Access®. Current and historical client statements, confirms and tax documents
  • Access Online®. Client’s can view their accounts online

 

 

Envision® is a registered service mark of Wells Fargo & Company and used under license.

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