1st Global Access. 1st Global has established a number of strong networking relationships with financial data providers in order to combine brokerage with retail direct account access in one online application. Some of the important features of 1st Global Access include detailed positions, history and cost basis analysis, and commissions reporting.
online MATRIX™. Our entire training and business philosophy is tied into the 1st Global MATRIX™. On our Financial Advisor Website, you have access to sales, marketing, administrative and operations tools all in one convenient, searchable database. The online MATRIX™ serves as both an educational tool and a resource library.
Streetscape. Created by Fidelity Investments, Streetscape is an online trading, research and account lookup tool for brokerage accounts held at National Financial Services, LLC. This is an advisor-only tool. The base package is provided at no charge to 1st Global Financial Advisors for use in their businesses.
myStreetscape. Created by Fidelity Investments, myStreetscape is an online research and account lookup tool for clients who want to view their brokerage account information on the Web. Because we place so much importance on the advisor at 1st Global, we do not offer online trading for clients.
Morningstar Advisor Workstation. Morningstar's Advisor Workstation puts you in the driver's seat of the industry's leading software for research, portfolio analysis, asset allocation, and investment hypotheticals. With these tools at your disposal you will be more effective than ever at attracting new clients, growing assets under management, and building solid relationships with your clients.
DST Vision. DST and 1st Global have partnered to bring you the most comprehensive tool available to help you access your clients' direct mutual fund and variable annuity accounts. DST Vision provides financial advisors with complete client account access on a daily basis. The website offers a full range of functionality including consolidated customer portfolio management, detailed account information and electronic statements. DST Vision provides real-time, reliable information for more than 260 mutual fund and variable annuity companies for optimal customer support. |
