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Home – Technology

Technology

Future

Vision2020 Advisor Portal

If you are starting a career as a life insurance agent in LA, or you’re an
experienced agent searching SoCal for life insurance jobs Los Angeles
has a lot to offer. Besides the high population of professionals and
the glamor, Los Angeles is a city that can grant incredible returns
to those with the wits, charm, and chutzpah to thrive. As a firm with
over 25 years of experience in Southern California providing financial
services, we at Independent Capital Management, Inc. can offer
a great deal of advice to those considering life insurance jobs
Los Angeles based.

  • A personalized dashboard providing “one click” access to your
    frequently-used resources
  • A suite integrating all client and account management tools in
    one location
  • A broad palette of information and tools for daily office management
    needs
  • A robust product suite packaging everything you need to identify
    and sell the most suitable products and services to your clients
  • An advisory services area focused on the many fee-based resources
    our platform offers
  • A collection of programs and services dedicated to business development
  • Access to online self-service tools ensuring our home office
    is accountable to your needs…and much more

If you are starting a career as a life insurance agent in LA, or you’re an experienced agent searching SoCal for life insurance jobs Los Angeles has a lot to offer. Besides the high population of professionals and
the glamor, Los Angeles is a city that can grant incredible returns to those with the wits, charm, and chutzpah to thrive. As a firm with over 25 years of experience in Southern California providing financial
services, we at Independent Capital Management, Inc. can offer a great deal of advice to those considering life insurance jobs Los Angeles based.

Read more

Salesforce

Salesforce, our cloud-based CRM solution, consolidates information on
your clients and prospects and is available to you directly from Advisor
Portal. Manage activities including letters, emails, and meetings
and maintain notes from all client discussions and meetings with the
integrated CRM platform. Salesforce integrates with our document
management offering, allowing advisors to view client documents.
In addition, Salesforce synchs with Outlook.

Salesforce

Salesforce, our cloud-based CRM solution, consolidates information on your clients and prospects and is available to you directly from Advisor Portal. Manage activities including letters, emails, and meetings
and maintain notes from all client discussions and meetings with the integrated CRM platform. Salesforce integrates with our document management offering, allowing advisors to view client documents. In addition, Salesforce synchs with Outlook.

 

Salesforce

Salesforce, our cloud-based CRM solution, consolidates information on your clients and prospects and is available to you directly from Advisor Portal. Manage activities including letters, emails, and meetings
and maintain notes from all client discussions and meetings with the integrated CRM platform. Salesforce integrates with our document management offering, allowing advisors to view client documents. In addition, Salesforce synchs with Outlook.

 

 

Broadrige

The industry’s leading provider of marketing content for financialadvisors features a library containing over 3,000 pre-approvedresources, including FINRA-reviewed content such as seminar presentations, concept pieces, website resources and newsletters.The library is constantly updated with the most current material to provide to clients and prospects and is fully customizable.

One View

OneView is a web-based consolidated portfolio accounting and performance reporting system that enables advisors to:

NETX360

Pershing’s leading-edge brokerage account management system
Comprehensive suite of technology tools and information
Powerful trading engine
Intra-day account information
Full range of quote/market research services
Account summaries integrated into main Client Central system
Is accessible via single sign on from Advisor Portal

Broadrige

The industry’s leading provider of marketing content for financial
advisors features a library containing over 3,000 pre-approved
resources, including FINRA-reviewed content such as seminar
presentations, concept pieces, website resources and newsletters.
The library is constantly updated with the most current material to
provide to clients and prospects and is fully customizable.

Broadrige

The industry’s leading provider of marketing content for financial advisors features a library containing over 3,000 pre-approved resources, including FINRA-reviewed content such as seminar presentations, concept pieces, website resources and newsletters. The library is constantly updated with the most current material to provide to clients and prospects and is fully customizable.

Broadrige

The industry’s leading provider of marketing content for financial
advisors features a library containing over 3,000 pre-approved
resources, including FINRA-reviewed content such as seminar
presentations, concept pieces, website resources and newsletters.
The library is constantly updated with the most current material to
provide to clients and prospects and is fully customizable.

Broadrige

The industry’s leading provider of marketing content for financial advisors features a library containing over 3,000 pre-approved resources, including FINRA-reviewed content such as seminar presentations, concept pieces, website resources and newsletters. The library is constantly updated with the most current material to provide to clients and prospects and is fully customizable.

One View

OneView is a web-based consolidated portfolio accounting and performance reporting system that enables advisors to:

One View

The industry’s leading provider of marketing content for financial advisors features a library containing over 3,000 pre-approved resources, including FINRA-reviewed content such as seminar presentations, concept pieces, website resources and newsletters. The library is constantly updated with the most current material to provide to clients and prospects and is fully customizable.

NETX360

  • Pershing’s leading-edge brokerage account management system
  • Comprehensive suite of technology tools and information
  • Powerful trading engine
  • Intra-day account information
  • Full range of quote/market research services
  • Account summaries integrated into main Client Central system
  • Is accessible via single sign on from Advisor Portal

NETX360

  • Pershing’s leading-edge brokerage account management system
  • Comprehensive suite of technology tools and information
  • Powerful trading engine
  • Intra-day account information
  • Full range of quote/market research services
  • Account summaries integrated into main Client Central system
  • Is accessible via single sign on from Advisor Portal

Advisors

Advisors can now access the three predominant social media sites
(Facebook, LinkedIn and Twitter) through the social media dashboard.
This easy-to-use application allows advisors to post certain content
directly to the sites through the dashboard or send content to the
home office for review and approval. Features include:

Advisors

Advisors can now access the three predominant social media sites (Facebook, LinkedIn and Twitter) through the social media dashboard. This easy-to-use application allows advisors to post certain content directly to the sites through the dashboard or send content to the home office for review and approval. Features include:

Streetscape

  • Pershing’s leading-edge brokerage account management system
  • Comprehensive suite of technology tools and information
  • Powerful trading engine
  • Intra-day account information
  • Full range of quote/market research services
  • Account summaries integrated into main Client Central system
  • Is accessible via single sign on from Advisor Portal

Streetscape

  • Pershing’s leading-edge brokerage account management system
  • Comprehensive suite of technology tools and information
  • Powerful trading engine
  • Intra-day account information
  • Full range of quote/market research services
  • Account summaries integrated into main Client Central system
  • Is accessible via single sign on from Advisor Portal