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Technology keeps changing. How can I access the tools I need to support my practice?

Technology Tools

InfoMAX®

You’ve probably heard the industry buzz about InfoMAX®, First Clearing’s¹ intranet with access to research, product information, marketing resources, planning support and training tools. We feel InfoMAX® is without peer for making sure Financial Advisors get the information they need, where they need it in the way they like to see it.

The InfoMAX® intranet system provides Financial Advisors with thousands of pages of constantly updated, vital content—the latest news and stock information. InfoMAX® also offers online research and investment strategy reports and international research. There are even “real time” commentaries on market trends from First Clearing’s in-house experts and many other sources.

 

InfoMAX® Resources for Investment Strategy and Research

Our First Clearing relationship provides us access to the Wells Fargo Investment Institute (WFII)2, which offers investment research, strategy, manager research, portfolio management, and thought leadership with the goal of supplying world class advice to financial advisors.

Nine asset allocation model portfolios covering a wide spectrum of asset classes, as well as a range of investment objectives and risk tolerances, provide the help your clients need to achieve their goals.

Some of the reports available from WFII are:
    • Daily Market Update
    • Weekly Investment Briefs, Market Commentary, Global Equity and Fixed Income Strategy Reports
    • Monthly International View Points and Economic and Market Strategy Updates
    • Annual Capital Market Assumptions

Any or all of the above research reports can also be delivered directly to your e-mail as the report is issued.

SMARTSTATION®

If you’re searching for a tangible example of how you can achieve more, look no further than SmartStation®—our integrated, single sign-on technology workstation. The core platform behind SmartStation’s back office processing is Thomson Reuters (BETA). Combining intelligent applications with an intuitive, tab-driven design, SmartStation helps increase Financial Advisors’ productivity by simplifying and streamlining their daily activities. SmartStation’s resources include:

  • Client Dashboard
  • Client Management
  • Investment Planning
  • Trading Tools
  • Research & Market Data
  • Compliance Tools
  • Financial Calculators
Client Management

SmartStation’s business-building features and integrated reporting make client management simpler than you may have ever imagined. And because you’ll spend less time with operational issues, you are free to focus on expanding client relationships and meeting investors’ needs.

Investment Planning

SmartStation supports Financial Advisors’ investment planning needs with guidance and services, including the Envision® process. This proprietary planning approach is a powerful tool for engaging new clients and augmenting existing relationships. It allows you to help bring new clarity to clients’ life goals and enhance their confidence in achieving them.

Trading Tools

For Financial Advisors actively involved in market activity, SmartStation includes tools to address trading needs:

Financial Advisor Workbench is a web-based application to create hypotheticals, execute complex trading scenarios, and retrieve real-time, committed trade data.

UniT functionality makes handling Unit Investment Trusts (UIT) simpler through efficient order entry (i.e. buy, liquidate, and perform rollovers) and easy creation of custom UIT portfolios.

BondDesk is a comprehensive tool designed to provide direct access to one of the industry’s largest retail fixed income inventories and to streamline fixed-income order entry.

Research and Market Data

SmartStation also connects to First Clearing’s proprietary intranet, InfoMAX®, with one click, providing access to a wide range of research and market data such as:

  • Market news and updates.
  • Real-time quotes.
  • Online research and investment strategy reports from some of the nation’s most respected sources.
Financial Calculators

Integrated access to a variety of essential calculators provide you with instant results for basic calculations to derive estimates for present and future values, goal funding, college and mortgage numbers, as well as many others.

 

Infomax, Smartstation and Envision are registered service marks of Wells Fargo & Company and used under license.
¹First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
2Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo & Company and provides investment advice to Wells Fargo Bank, N.A. and other Wells Fargo affiliates.