Associated Securities Corp. realizes that technology is increasingly important to the success and productivity of an independent financial practice. The Technology Group provides Associated Securities Advisors with access to cutting edge technology, such as the advanced platforms many fee-based planners need for sophisticated portfolio modeling.
The E-Services Group is committed to providing Associated Securities Advisors and their staff members with the education and support they need to help make sure that their office operations run more effectively. E-Services professionals conduct training classes, are available for technology troubleshooting and provide ongoing phone and e-mail support. All Associated Securities Advisors have access to a wide array of online tools and resources, including forms, software downloads and a technical Survival Guide. E-Services University enables Advisors to listen and/or view technology-oriented discussions and demonstrations anytime they wish.
AdvisorConnect™, Associated Securities' Web-based Virtual Office solution, is a flexible, fully integrated suite of best-of-breed applications encompassing both Practice Management and Business Infrastructure.
Flexible. Advisors subscribe only to those Practice Management components that are relevant to their specific business models.
Easy-to-Use. Because AdvisorConnect is Web based, it requires no installation, maintenance or manual updates. In addition, Advisors can access all their applications from any Web site.
Time-Saving. AdvisorConnect's fully-integrated applications help to eliminate the need for redundant data entry and manual data aggregation/consolidation.
Secure. AdvisorConnect's sophisticated security features help ensure that Advisors and their clients have the peace of mind concerning the security and technology associated with their investment and is so critical to a successful relationship.
Associated Securities Corp. clears securities transactions through Pershing, a Bank of New York Securities Group company and a leader in providing brokerage operations services to independent financial institutions. Pershing's facilities provide an efficient, secure operating environment, and enable Associated Advisors to deliver information customized to individual customer needs. With over 60 years of experience, Pershing is a premier correspondent clearing firm, providing financial services outsourcing solutions, investment-related products and services, and financial product distribution. Headquartered in Jersey City, New Jersey, the company has approximately 4,000 employees worldwide at 13 locations in the U.S., Europe and Asia. Pershing has a client base of more than 850 broker-dealers and investment managers and supports approximately 100,000 investment professionals at these firms. This client base represents more than 5 million customer accounts. Pershing holds approximately $400 billion of total customer assets, including $160 billion of money market and mutual fund assets.
*Pershing information obtained from Pershing.com.