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With Royal Alliance, you’ll have access to technologies on par with the superior level of performance you demand from your business. Our robust, evolving platforms include the latest advisor-specific tools to help you minimize paper flow, maximize office efficiencies, reduce software costs and ultimately provide better service and advice to your clients.
We integrate the following solutions into a single, easy-to-use online package, to provide you with a full range of investment management and administrative services:
Our VISION2020 Advisor Portal integrates all of our online resources into one cohesive environment. This dynamic resource aggregates the information and tools you, as a financial professional, need to provide the highest levels of service to your clients, and maximize your operational efficiency. The Advisor Portal's powerful features include:
The VISION2020 Advisor Portal consolidates our resources into a convenient online experience, adapts to your work style and allows you to leverage your strengths to focus on your clients, and build your business.
Managing — and growing — your book of business is demanding. Our Office Automation Suite includes a CRM solution, an e-Forms library, e-signature capabilities and a document management system, all of which can be used either individually or as a package, depending upon your needs. The Suite’s goal is to ease the administrative burdens associated with conducting your day-to-day activities. How?
The Office Automation Suite features tools that can be implemented individually, or integrated together, to form the foundation of an automated office:
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.
An electronic library of more than 20,000 easy-to-find forms from your broker-dealer, clearing firm and partner companies is available. But the eForms Library is more than a repository of forms. It’s a time-saving tool that allows you to retrieve the data you need to populate sections of the form — with a mere click of your mouse. Because the eForms library is integrated with Salesforce and Advisor Portal, forms can be populated with information you’ve previously input.
The process of capturing client signatures can also be automated with the Advisor Office Automation Suite through the use of eSignatures. The Suite offers two options for capturing eSignatures on eForms: digital and electronic.
Capturing. Organizing. Routing. Retrieval… Simplified. Our SEC/FINRA compliant paperless processing system is an imaging and document repository system that can be accessed by multiple people in your office from any location at any time.
Client Central is a one-stop repository for your client and account information. Input clients into the system, open and close commission-based accounts, update client and account information, and print account documents.
The Commission Report Center is an enhanced commission reporting resource that consolidates advisors' commission information into one easy-to-access tool. The Commission Report Center:
Prudential, Pershing, NFS and their affiliates are not affiliated with Royal Alliance
This e-mail encryption service gives advisors the ability to manually encrypt e-mails containing confidential information that they send to clients, ensuring they are sent in a secured fashion. This service is provided at no additional charge.
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.
The Laser App software allows advisors to populate forms needed to transition their book of business. The technology also integrates with many popular CRM systems.
The MyNotifications system gives our advisors the option to sign up for proactive email alerts on a variety of topics. From account activities such as outgoing ACAT notifications to home office communications, you can choose the information you want to be alerted to, and can sign up other members of your office to receive them as well.
ServiceNet is an online system that accepts and tracks all advisor inquiries including processing requests. Whether submitted online, via fax or over the phone, you can track the status of your requests through a convenient custom view displaying progress on all of your tickets.
Our OneView customized reporting system uses Albridge Solutions technology to provide you with vital business information.
OneView is a web-based consolidated portfolio accounting and performance reporting system that enables advisors to:
The Online Registration Center was created to facilitate the recruiting process for both OSJs and potential recruits. This one-stop, web-based system significantly streamlines the on-boarding process, guiding recruits through the necessary steps and keeping OSJs up-to-date on the status of each registration.
This system is used to complete compliance questionnaires and certification. It enables users to:
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:
The third party service providers mentioned herein are independent companies, unaffiliated with Fidelity Investments. The third party products mentioned herein are the property of their respective owners.
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