800 600 2620Call For An Interview
800 600 2620Call For An Interview

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

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

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.

OneView

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

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

  • Access to comprehensive account information including real-time balances and detailed cost basis
  • Full transactional capabilities including advanced order entry types, cashiering, asset transfer and customer service submissions and on-going status.
  • Customizable reporting and alerts
  • Basic to advanced research and market data services including access to best of breed providers like Thomson Reuters and Morningstar ®
  • Mobile access via Smartphones and the iPad tablet apps