Securities America received the first Technology Innovation Award for its advisor workstation dashboard at the Bank Insurance & Securities Association (BISA) annual conference.
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Securities America’s e*Office Advantage workstation dashboard offers advisors three views: client, office and branch. Each view can be customized by the advisor or assistant using dozens of available widgets, which draw data from multiple sources in seconds. This data aggregation makes advisors more efficient and effective, whether dealing with clients, identifying the practice’s most profitable clients, or analyzing production for a group of advisors.Securities America Financial Corp. is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS).
BISA created the award to recognize leadership in the advancement of the industry’s products, services and platforms through technology innovation. The organization plans to grant the awards annually at its annual convention each spring.