New ways to work smarter.
We recognize that each independent practice has specific technology needs. Instead of
requiring you to incur unnecessary costs associated with an all-inclusive technology
package, WSFG lets you choose only the tools that work for your business.
We understand that fast, reliable access to client data is crucial to your financial
planning practice. To provide this critical element of your business, we’ve partnered with
two industry leaders.
- LaserFiche® is a high-efficiency Web-based Document Imaging System that
allows you to scan all client documents, creating a paperless office. It also gives
you access to client documents from anywhere, giving you the flexibility
necessary to do business in a fast paced, ever changing environment. This
system saves you valuable time and resources, allowing you more time in front of
your clients.
- Albridge® Solutions provides online Statement and Performance Reporting.
This Web-based application allows you to access and run reports on client
account information that has reconciled and reviewed for accuracy. Albridge®
Wealth Reporting lets advisors view their entire book of business and produce
reports anytime, anywhere.
We offer assistance with other business application providers, including:
- Form Filling Software
- Financial Planning Software
- Customized Website Solutions
- Online Trading Platforms
- and many others.
We welcome the opportunity to further discuss any of these technology solutions and
how they can be beneficial to you and your business.
