Technology Services

Technology Services

Technology at 1st Global

As a tax-centric wealth manager, you need resources to analyze your clients’ financial situations and develop, recommend and implement appropriate solutions.

Our 1st Global Financial Advisor Web site provides advisors with a centralized location for accessing the tools and information you’ll need most. From client account access to requests for case assistance, everything your firm needs is at its fingertips on the Financial Advisor Web site.