WS-Central - Utilizing the
technology of Investigo, this system integrates a comprehensive array of
mission-critical applications across the range of practice management functions,
all at a fraction of the price of most other systems. And it eliminates the need
to purchase and maintain multiple software packages. WS-Central saves you time
and money and improves your productivity and profitability.Users report saving
up to one day per month on administrative functions and increasing revenues by
up to 15 percent with additional time for selling and marketing. Additionally,
WS-Central can provide data to other Wilbanks Securities technologies, such as
LaserApp, helping to automate your new business processing. Think of the
time and money you spend marketing and managing your financial advisory
practice. How much of it is spent on chores that don't really matter to your
clients and don't do much to grow your business? With WS-Central, the system:
Makes managing
clients as easy as powering up your laptop. WS-Central creates a unified
view of all client data, including contact, task and calendar-management
tools, in one easy-to-use web interface. Our integrated CRM tool enables you
to improve client relations and enhance cross-selling opportunities.
Frees up all the
hours and dollars you used to spend manually massaging client data.
WS-Central downloads, consolidates, updates and reconciles client data
automatically. What took dozens of hours a month before is now done for you
instantly. Account data from a variety of sources, including direct by
application account business, clearing firm accounts, accounts at fee-based
custodians and even direct participation program and third-party money
management account data, can be consolidated in one report through
WS-Central. You can household accounts to access account data of an entire
family living under the same roof in one report!
Makes reporting
smart and easy. WS-Central creates a wide variety of standard reports,
such as asset allocation, client performance, performance history and
fee-billing statements and customized reports based on your preference and
your clients' needs. WS-Central’s functionality also allows you to put your
fee-billings on automatic pilot!
Automates
compliance. WS-Central automatically stores trades and transactions and
easily creates blotters and ledgers for compliance with FINRA and other
supervisory regulations.
Replaces file
cabinets and paper with on-line document storage. WS-Central securely
stores transactions and statements and the client file data integral to your
business, and provides instant access over any PC or laptop.
Makes your
practice more efficient. WS-Central’s built-in workflows enhance team
collaboration with complete and comprehensive task management.
Improves your
bottom line. WS-Central costs a fraction of what you're spending now,
gives you more time to grow your business and slashes your office costs.
WS-Central users say their profits increase by 15 percent or more.
Improves your
quality of life. With WS-Central, you spend less time on administrative
chores and more time on what matters most to you and your clients.
The cost is only $50 per month per
registered representative.
In summary, WS-Central gives you:
Powerful automated
data aggregation
Robust reporting
Integrated CRM
Automated
regulatory compliance
Online document
storage
Workflow/process
management
Document Imaging System –
Wilbanks Securities introduces the centralized Laserfiche Document Imaging
and Business Processing Solution for the Producers, Reps and affiliates of
Wilbanks Securities. The Wilbanks Securities centralized solution
will provide the following to all reps and offices:
Submit Business
Electronically – Branch offices, reps and producers will now have
the ability to electronically send all applications, documentation and the
like to Wilbanks Securities for immediate approval. This can be done either
directly from LaserApp whereby electronic signature pads will be used to
allow a paperless solution or otherwise through a scanner. Eliminate the
need and cost for sending applications and new account forms through the
mail or overnight to Wilbanks Securities. When your application is approved,
you will be able to immediately download and print the approved pages of the
application(s) from the secure Wilbanks Securities portal on the internet
and send them directly to the vendor.
Document Storage
Solutions – Scan and store all of your client’s information new
account forms, applications, order tickets, management agreements, trust
documents, legal documents, order tickets, confirmations, statements,
financial plans, policies and contracts, tax returns, and all other client
related documentation. The Wilbanks Securities - Laserfiche solution employs
the highest level of security system to prevent anyone but you, and those to
which you grant permission, from having access to any of your client
information.
Immediate Access
to your documents – Immediate Access to your documents - Anytime -
From Any Place! The Wilbanks - Laserfiche document imaging solution will
enable you to immediately access your documents through a secure
website/portal on the internet. From here you will be able to search, view,
print and download your documents for each individual client, or a group of
clients. Once an appropriate back-up of your client records is made, you
will no longer have a need to maintain these documents in your office. Wilbanks Securities has a solution to save you filing time, clerical work
and record keeping, and, in addition, you will have less need for filing
cabinets and office space!
FINRA/SEC Compliant
– The Wilbanks Securities - Laserfiche document imaging solutions meets
or exceeds all FINRA and SEC requirements for electronic storage and
on-demand document retrieval and enables principals to better supervise the
day-to-day activities of their sales forces. The Wilbanks - Laserfiche
solution gives you the ability to immediately implement a compliant
paperless office solution, without you having to worry about backups, hard
drives, compliance…..giving you more time to do what you do best - Manage
your clients money!
WS-Connect Commission and
Back Office System – This state of the art system provides
on-line reporting of all commissions and fees, including every dime
of every trail commission for every pay cycle for two years.
Consolidated client data reports are available on-line, which
consolidates client data to reflect holdings and investment amounts
at RBC Correspondent Services as well as reflecting information for any direct mutual
fund or variable product, providing that this data is available
through DST and/or Dazzle. The system allows representatives to rank
order their clients based on assets or commissions and fees to better
manage a book of business. The client data within the system
synchronizes with Laser App so that representatives can have client’s
data pre-filled in applications or forms directly from the WS-Connect
system. WS-Connect data can also be downloaded into our Global Relay
e-mail system, which contains a client contact and calendar feature
so that representatives may access their client data via the internet
from anywhere they have an internet connection whether they are in
the back-office or e-mail system. Our technologies are integrated for
the convenience of our representatives!
WS-Connect System Features:
Client Lists (Based on Assets, Commissions, & fees)
Broker Production Reports
Current and Past Broker Commission Statements
Branch Level Access for consolidated Production
Reporting
Month-end Client Account Position Reporting
"Fill-able" Forms (NF, Transfer, IRA etc.)
Links Client Data with Laser App
Links Client Data with On-line Contacts in E-Mail
system
Download of Client Data to Excel available for Mail
Merge
Laser App –
Software that automates the application process, pre-filling
required data in applications with our clearing firm, RBC Correspondent Services,
with direct business through mutual fund and insurance
companies, and with Wilbanks Securities forms. This software can also
make transitioning to our broker-dealer a breeze by automatically
filling in most of the required data in the account transfer forms.
You can find out more about this product at www.LaserApp.com
or call 1-800-985-2174. The demo page for this product is located at
www.LaserApp.com/demo.htm .
Corporate E-Mail –
Our e-mail system from Global Relay provides a significant degree
of functionality. In addition to e-mail capabilities, and with the
assistance of Global Relay personnel, representatives can create
multiple client e-mail groups for blast mail or newsletter marketing
providing that this is pre-approved by our compliance department. The
system comes with a calendar and contacts management system, which
links with our commission system so that client data can
automatically download into the contacts feature for on-line access.
With this functionality, representatives can utilize their corporate
e-mail account for mass marketing and regular e-mail client contact
as well as utilizing the system’s capabilities for contact
management and on-line calendar and schedule access for on the go
producers. Group offices can be configured so that all
representatives in the group have access to each other’s
calendar and schedules.
Emerald Client Based Web-Site -
our Emerald client based web-site will look like it belongs to you, complete
with your picture, address information and all of the items you would like to
have on a home page. However, the content of the site is nothing a rep could
hope to duplicate in an entire year of trying.
You can announce seminars, clients can sign up for seminars on-line, and the
system will track attendees! It is a great marketing tool. Emerald is also
building a tax center per our contract with them.
Emerald’s professionally designed
Web sites are available in a wide selection of
styles. Our state-of-the-art, customized Web sites are pre-loaded with
interactive and FINRA-reviewed content. Standard features include:
Personalized Profile Pages
Timely Newsletters
Research Articles
Glossaries
Financial Calculators
Refer a Friend Tracker
Market Watch and Portfolio Manager
Seminar Promotion Section
Detailed Traffic Monitoring
There are many more features than the
standard features listed above. An Emerald Web site is simple to set up with the
handy Web Site Wizard that will take you through the personalization process
step-by-step. With easy-to-use features like the Web Site Administrator and HTML
Editor, you can change the content of your site with just a few clicks of the
mouse.
We offer comprehensive technical support with a staff of knowledgeable and
friendly technical consultants, who will assist in the quick and easy set up and
can be reached during business hours by email or by telephone.
The price for the web-site is $450 for the set-up and $54 per month. You can
demo the Emerald web-site at
www.EmeraldPublications.com and then click on the
web-site offering link. You can call Emerald at (800) 233-2834 to enquire about
their offering and be taken through a demonstration of their site. Make sure you
tell them that you are enquiring about the Wilbanks Securities discount.
Member FINRA SIPC
