ICA Technology

Is your business growth being strangled with outdated or phantom technology?

At ICA, we're not limited by slow, outdated legacy systems. Instead, we built our technology on an innovative, solutions-based infrastructure that's flexible enough to work at the speed in which you conduct business.

When you become an ICA Representative you'll also receive a password giving you access to the secure area of ICA's website. This 'electronic front office' allows you to conduct business at your convenience - any time day or night and wherever your laptop takes you!

Once there, you'll find a wealth of leading-edge solutions designed to help streamline your business operations and enhance your sales efforts:

EOE ~ Electronic Order Entry
Electronic Order Entry (EOE) is an internet based program for opening your client accounts, entering direct orders, capturing signatures, and entering receipts for your clients.

Advisor SolutionsSM
The Advisor SolutionsSM platform empowers you to act as advisor (non-discretionary) and manager (discretionary).

Desktop access to research and performance reports, efficient frontier analytics, and sample asset allocation models created by Jackson Investment Management allow you to build and manage model portfolios for your clients. Complete with a 5-step proposal process, Advisor SolutionsSM streamlines procedures for you and your clients.

Marketing Library.net
ICA has partnered with Marketing Library.net to provide ICA Representatives with an abundance of preapproved marketing materials. Because Marketing Library.net has been designed to work seamlessly with Advertising Review, ICA Representatives no longer need to mail, fax, or e-mail content for approval. This online process greatly reduces the wait for approvals and streamlines the entire review, revision, and approval process.

Research
We offer a wealth of product research tools to enhance your sales efforts, such as:

  • Proprietary Mutual Fund Research - Includes fund analysis and a Focus List of funds categorized by asset class .
  • Morningstar Fund Analytics - Provides research coverage on over 23,000 mutual funds, closed-end funds, and ETFs, as well as the ability to create compelling Hypothetical Investment Illustrations.
  • Annuity Nexus - Allows you to research various fixed products and will also produce a specified side-by-side comparison of any product available in the database.
  • Argus - Independent equity research based on a six-point process to develop ideas, forecasts and investment ratings.
  • Morningstar IAVA - IAVA provides comprehensive coverage on Variable Annuity products including industry recognized performance data, robust searching capabilities, comprehensive variable annuity reports, and detailed comparison reports between variable annuity products.
  • 401Konnect - 401Konnect streamlines the 401(k) selection and sales process by enabling you to conveniently match your clients' preferences with vendor capabilities.
  • Morningstar Advisor Workstation - Streamline investment research, create tailored investment plans, construct and analyze portfolios, and improve client presentations with this web-based power application.
  • PC Quotes - Offers quotes and charts on thousands of stocks.

Redtail Technology
Redtail Technology delivers web-based Client Relationship Management (CRM) solutions for the Financial Advisor. This is not your typical off-the-shelf CRM solution, rather one designed from the ground up to meet the challenging needs of financial advisors. Unlike traditional CRM solutions, Redtail CRM is easy to use, quick to deploy and delivers a rapid return on investment.

Albridge Solutions
ICA Representatives will have the opportunity to create consolidated statements and detailed, timely client reports.

Albridge Solutions is an innovative online system that automatically gathers, cleans and organizes your client data from a variety of sources into one unified database, giving you the power to instantly generate timely reports, including:

  • Portfolio Summary
  • Holdings by Investor and Portfolio
  • Transactions by Investor or Portfolio
  • Asset Allocation by Type or Investment Objective
  • Cost Basis Report
  • Multi-Period Performance Report
  • Statement Report

For more information on how Albridge Solutions can enhance efficiency in your office, please contact us at 800-544-7113.

NetExchange Pro - Pershing's Trading Platform
Investment Centers of America, Inc. offers Pershing LLC's NetExchange Pro to save you valuable time and effort with fast access to client account information. With the NetExchange Pro basic package, you enjoy easy online access to client data, such as:

  • Account information
  • History
  • Holdings
  • Prior day activity
  • Value as of close
  • Net worth
  • Order status

You can also take advantage of free trading tools through NetXPro, including:

  • Subscribe - Pershing LLC's no-transaction-fee annuity program which gives you the power to purchase and transfer annuities into your client's Pershing LLC account.
  • BondCentral - A complimentary online fixed income research and trading tool featuring expanded bond research capabilities and a unique ability to place online orders between the hours of 8 a.m. - 5 p.m. EST.

LaserApp
Laser App Software is the financial industry standard in form filling software. It uses broker, representative, and client data to assist producers in filling out the tedious and redundant fields in securities, annuity, clearing firm, and broker/ dealer forms. Data can be pulled directly from Retail, EOE or from within Laser App's own database. It combines state of the art form filling technology with a current library of industry related forms. The forms are programmed with business logic and maintained by Laser App.