Advantages // Technology
A back office that puts technology to work for your business and your clients.
In partnership with RBC Correspondent Services, AISG provides our community of independent advisors with cutting edge technology, offering access to trading services and up-to-date, unbiased research wherever you are.
RBC Correspondent Services’ robust trading platform, including an extensive NTF program, enables your clients to expand their current portfolios. This advanced technology goes beyond the advisor level, empowering your clients with transparency and peace-of-mind through direct access to InvestorConnect®. This secure website allows clients to access account summaries, view current trades, check on open orders and more.
Gain access to timely market information and business building tools. InfoWorksSM is a comprehensive platform featuring marketing workstation and operational tools. (Learn More)
WealthStation is a web-based workstation designed to provide the tools to help acquire, service and grow client relationships. (Learn More)
Designed to increase advisors productivity by putting vital information right at your fingertips, BETALinkTM offers an intuitively designed series of workbooks with easily customizable screens. (Learn More)
A versatile online trading platform, BondDesk offers one of the most extensive live offerings on the web. (Learn More)
With access to over 3,000 materials including FINRA reviewed presentations, concept pieces, case studies and calculator presentations, Forefield provides more than just a web-based sales platform. It is an education and client communication service. (Learn More)