As a dedicated professional, you need resources to analyze your clients’ financial situation and develop, recommend and implement appropriate solutions. Our Financial Advisor Website provides you with a centralized location for accessing the tools and information you’ll need most. From client account access to requests for case assistance, everything you need is at your fingertips on the Financial Advisor Website.
Comprehensive Reporting and Account Reference
Global Access 2005 is our proprietary, web-based client account aggregation and reporting tool for financial advisors powered by Albridge Solutoins.
Global Access 2005 puts your clients' data at your fingertips by collecting data feeds from product companies, settlement clearing firms, and third-party vendors on a daily basis and standardizes, organizes and reconciles the data for your use.
Global Access 2005 gives you the ability to query your book of business and create numerous advisor reports, including a comprehensive view of your:
- NFS accounts
- VAs
- Mutual Funds
- Clients by Assets Under Management
- Product Companies by Sales
- Product Companies by Assets Under Management
- New Accounts
And many more...
Global Access 2005 dynamic portfolio generation enables you to access household accounts and tailor reports to the way your clients plan and invest. You will be able to establish batch jobs that will automatically e-mail reports to your clients on a quarterly or monthly basis. The consolidated report provides the basis for client interaction well beyond the point of sale, and the potential for an increase in sales frequency.
FA.1stGlobal.com
The Financial Advisor Home Page is your point of entry to 1st Global’s wealth management services and resources, featuring:
- News features and articles to keep you informed of the latest industry developments—and how they may impact your practice
- Innovative Business Builders—daily tips and actionable ideas to take your practice to another level
- Fast, straightforward access to our Frequently Asked Questions
- Access to Knowledge Base— a detailed information archive of operational and technical know-how, right at your fingertips
- Up-to-date market information provided by AdvisorSquare.com
- Online calendar for Wealth Management Academy™ programs, webcasts, key compensation dates and more
- Financial Advisor Memo archive for easy access to all important e-mail communications
- Online Literature Request Form to obtain marketing materials
Form and Tool Center
The new Forms & Tools Center makes it easy for you to find a form when you need one. It allows you to browse through a list of categories or use a search engine to find the operations, compliance, licensing, marketing and sales forms and materials that you' are looking for quickly and efficiently.
Form Wizard
Form Wizard is an online tool to navigate through the paperwork requirements for processing business. The Form Wizard helps you determine the right paperwork for the type of accounts you establish with 1st Global.
1st Global Access
Global Access 2005 is our proprietary, web-based client account aggregation and reporting tool for financial advisors powered by Albridge Solutoins.
Global Access 2005 puts your clients' data at your fingertips by collecting data feeds from product companies, settlement clearing firms, and third-party vendors on a daily basis and standardizes, organizes and reconciles the data for your use.
Global Access 2005 gives you the ability to query your book of business and create numerous advisor reports, including a comprehensive view of your:
- NFS accounts
- VAs
- Mutual Funds
- Clients by Assets Under Management
- Product Companies by Sales
- Product Companies by Assets Under Management
- New Accounts
And many more...
Global Access 2005 dynamic portfolio generation enables you to access household accounts and tailor reports to the way your clients plan and invest. You will be able to establish batch jobs that will automatically e-mail reports to your clients on a quarterly or monthly basis. The consolidated report provides the basis for client interaction well beyond the point of sale, and the potential for an increase in sales frequency.
Financial Operations Review Report
In order to grow your practice, you need to have benchmarks against which you can evaluate your performance. The Financial Operations Review Report is designed to help you manage your business by summarizing production, tracking activity, and providing context for future expectations. Additionally, it helps you identify both strengths and problem areas, develop goals, and build your financial services practice into a strong, successful business.
Customer Service Home Page
The Customer Service Home Page is your window into 1st Global. Using this page you can request customized investment proposals, create and track service requests, keep track of the documents you send to 1st Global and know when they have been processed and documents in process.
Insurance Gear
Insurance Gear is the hub for all the insurance information you need:
 Archived recordings of our Insurance and Annuity Product Webcasts- Access to licensing materials and procedures
- Updated lists of all the insurance carriers with which 1st Global is appointed
- Quotes and illustrations for term life insurance, variable annuities and permanent life insurance
- Product pricing schedules
- Case management: automated status notification system
Streetscape
 Streetscape offers a single point of access to real-time market data, news and research. With Streetscape you can access the resources you need to take informed action using an expansive array of tools to help grow and service your business.
Morningstar Advisor Workstation
Morningstar and 1st Global have partnered to bring you the cutting edge investment planning application Morningstar Advisor Workstation. This application is indispensable to all advisors offering fee-based advisory services. It enables you to work on all of your core daily tasks from a single web-based application, and is designed to help you work smarter and more effectively.
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