Securities America received the inaugural Technology Innovation Award for its advisor workstation dashboard at the Bank Insurance & Securities Association (BISA) annual conference in March. Securities America Financial Corp. is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS).
BISA created the award to recognize leadership in the advancement of the industry’s products, services and platforms through technology innovation. The organization plans to grant the awards annually at its annual convention each spring.
“As the industry continues to evolve, we want to recognize significant technology advancements and the early innovators that lead the way,” said BISA President-Elect Dan Overbey. “This award symbolizes the unparalleled investment in technology made by key BISA constituencies, namely our product manufacturer partners and the companies engaged in the third-party marketer program space.”
Securities America’s e*Office Advantage workstation dashboard offers advisors three views: client, office and branch. Each view can be customized by the advisor or assistant using dozens of available widgets, which draw data from multiple sources in seconds. This data aggregation makes advisors more efficient and effective, whether dealing with clients, identifying the practice’s most profitable clients, or analyzing production for a group of advisors.
“With our e*Office Advantage Dashboard, advisors can easily identify trends, spot new opportunities, streamline their office workflow and provide superior customer service,” said Jim Nagengast, Securities America chief executive officer and president. “Advisors can now easily meet client expectations for getting data while they’re on the phone with the advisor, not hours or days later. We’re honored that BISA recognized our contribution with their first-ever Technology Innovation Award.”
The dashboard is accessible 24/7 through Securities America’s mobile solutions, giving advisors a single point for accessing consolidated data any time, any place, on any device.
“Securities America’s financial institutions division continues to expand as more advisors and program managers recognize the significant advantage they achieve by leveraging the technology, practice management, advisory programs and income distribution support,” said Michael Anderson, first vice president of financial institutions and merger & acquisitions. “Securities America focuses on what’s important for advisors – technology that makes their routine, day-to-day tasks more efficient and frees their time for building relationships with clients and prospects.”
About Securities America
Headquartered in La Vista, Neb., Securities America Inc. is the nation’s eighth largest independent broker-dealer (as ranked by Financial Planning magazine, June 2012, based on 2011 total revenue). For more than 25 years, Securities America’s mission has been to foster the success of financial professionals so they can provide quality, objective counsel and services to their clients. Advisors benefit from the firm’s industry-leading programs in practice management, advisory services and retirement income distribution, supported by state-of-the-art technology. Founded in 1993, Securities America Advisors Inc. is an SEC-Registered Investment Advisory firm that offers investment management, financial advice and financial planning through a national network of independent financial advisors. Securities America Financial Corp. is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). Securities America received the inaugural Thought Leadership Award from the Retirement Income Industry Association in March 2011. Additional information is available at www.securitiesamerica.com.
About Bank Insurance & Securities Association
The Bank Insurance and Securities Association (BISA) is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance, and other financial products and advisory services through the bank channel. Member companies include depository institutions of all sizes, their broker/dealer and mutual fund subsidiaries, third-party marketing companies, product manufacturers and firms providing products, technology or services to support these enterprises.
Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC.
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