Why Technology is Important in the Financial Services Industry

Many affiliated financial representatives that transition to a broker/dealer, like SII Investments, work remotely and at their own pace. Technology plays a vital role in establishing independence for representatives partnering with a broker/dealer, providing the tools and support representatives need to successfully work with clients. SII wants to share why technology is important to building success in the financial services industry.

Gain Multiple Viewpoints of Your Business

When you affiliate with a broker/dealer that uses technological tools like Advisor Dashboard, you are able to consolidate your entire investment firm's information into one platform and dispense that data to other staff members and your broker/dealer support team. Technology helps you redefine how to approach your financial services business and gives you key benefits such as:

  • Real-time consolidated statements
  • Navigation of trends within your business activity
  • Viewing all of your clients' assets with just a click
Move Your Practice Forward

Basing business decisions off of data-driven analytics is the best method of growing your practice. Technology allows you to gain key insights about how your firm is operating and the areas to focus on. Functioning as a leading broker/dealer, SII Investments provides the technology tools and support to help assist affiliated representatives with making strategic business decisions by offering comprehensive assistance that:

  • Better Serve Clients
  • Maximize Time
  • Monitor Business Profitability
Run Your Investment Firm Efficiently

Having access to technology as a financial services representative allows you to run your investment firm more efficiently. High-tech solutions allow you to bring your practice to where your clients are, such as their home or workplace, and conduct business anytime, anywhere. Systems that are created around multiple devices give you access to running your firm more efficiently, on your own time and when it best suits your clients' schedules. SII Investments' IT team is dedicated to continually innovating the available tools for registered representatives in order to provide solutions that meet your needs.

Work with Industry Leading Technology When You Transition to SII Investments

Help differentiate your financial services firm by transitioning broker/dealers to SII Investments. Our award-winning Advisor Dashboard platform will help you leverage the tools and support you need to make strategic business decisions and client recommendations. Discover more about SII's cutting edge technology and the service behind the unmatched support.