National Planning Holdings®, Inc. (NPH), the nation’s
sixth-largest independent broker-dealer network1, today
announced the roll-out of Advisor Dashboard (www.AdvisorDashboard.com),
a consolidated suite of business intelligence and integrative analytics
tools delivered through a responsive, real-time solution exclusively
available for the network’s 3,544 advisors. Bank Insurance & Securities
Association (BISA) has awarded Advisor Dashboard
the “Technology Innovation Award,” designed to
recognize technology innovation in the financial service industry's
products, services and platforms2.
The new platform is designed to help advisors increase efficiency and
save time in a variety of different areas of their practice, with a
focus on:
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Enhanced Advisor and Client Experience – The platform
consolidates data from a wide range of different sources, including
information from mutual fund and fixed and variable insurance
providers, TPAMs and the clearing firm, to give advisors a complete,
accurate and real-time view of their practice. In addition, Advisor
Dashboard consolidates revenues and assets into a single,
user-friendly view, allowing advisors to create a more effective and
balanced service model.
-
Business Intelligence – Advisor Dashboard offers
advisors access to 15 billion records of data containing rich content
on product, vendors, accounts, client positions and activity. The data
is refreshed nightly with end-of-day updates advisors can access
dynamically in seconds. In addition, the ability to filter the
information down to the individual account or transaction using Advisor
Dashboard’s data-mining tools allows advisors to gain additional
insight into their book of business, as well as growth opportunities.
-
Personalization – Advisor Dashboard allows advisors to
configure up to 30 portlets (customizable access windows) to display
information using different filters, including commissions, AUM by
product type, client age and more. The platform’s advanced analytics
and filtering features also offer advisors the ability to drill into
data to answer questions specific to their practice.
“At NPH, we believe that the difference between being able to put aside
the time to focus on growing your business and spinning your wheels is,
at its core, a matter of efficiency,” said Rob Dearman, NPH’s senior
vice president of Advisory Platforms and Practice Strategy. “The value
of Advisor Dashboard lies in the fact that its enterprise-level
integration allows our advisors and their staff to have one-click access
to a massive volume of industry, practice and client-focused insights,
as well as the powerful business intelligence tools they need to analyze
the data at a deeper level than ever before.”
Jim Livingston, interim president and CEO of NPH, labels the platform as
a continuation of a network-wide initiative to move beyond simply adding
more systems, features and tasks to a list of technology platforms that
already has many advisors struggling to keep up.
“One of the greatest challenges that many advisors face is balancing
time with their clients while also managing a business,” said
Livingston. “NPH’s technology strategy is to find ways to help an
advisor run their business more efficiently and accelerate their
practice’s growth by putting the tools they need at their fingertips.
With Advisor Dashboard, advisors can take advantage of a
customizable interface, with their most important tools and resources
easily accessible and integrated in one convenient location.”
The NPH network consists of INVEST Financial Corporation®,
Investment Centers of America, Inc., National Planning Corporation®
and SII Investments, Inc.® Each company maintains its own
unique culture and niche within the financial planning marketplace,
allowing the NPH network to deliver market-specific services to
representatives of all profiles.
For more information about the four independent broker-dealers in the
National Planning Holdings network, please visit: INVESTFinancial.com,
joinica.com,
joinnpc.com
and joinsii.com.
To learn more about Advisor Dashboard, visit www.AdvisorDashboard.com.
About National Planning Holdings, Inc.
National Planning Holdings, Inc. (NPH) is a broker-dealer holding
company and an affiliate of Lansing, Mich.-based Jackson National Life
Insurance Company® (Jackson®). NPH serves as the
holding company for the independent broker-dealers INVEST Financial
Corporation, Investment Centers of America, National Planning
Corporation and SII Investments, Inc. Collectively, the NPH
broker-dealer network currently has 3,544 registered representatives (as
of June 30, 2014). NPH and Jackson are wholly owned by Prudential plc
(NYSE: PUK), a company incorporated in England and Wales. Prudential plc
is not affiliated in any manner with Prudential Financial, Inc., a
company whose principal place of business is in the United States of
America.
This press release may contain certain statements that constitute
“forward-looking statements.” Forward-looking statements include
statements concerning plans, objectives, goals, strategies, future
events or performance, and underlying assumptions and other statements
which are other than statements of historical facts. However, as with
any projection or forecast, forward-looking statements are inherently
susceptible to a number of risks and uncertainties and actual results
and events could differ materially from those currently being
anticipated as reflected in such forward-looking statements. There can
be no assurance that management’s expectations, beliefs or projections
will result or be achieved or accomplished. Any forward-looking
statements reflect NPH’s views and assumptions as of the date of this
press release and NPH disclaims any obligation to update forward-looking
information.
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1 Marsh, A. (2014). FP50 Biggest Independent Broker-Dealers. Financial
Planning, June 2014, p. 52
2 Bank Insurance and Securities Association, Technology
Innovation Award, 2014.
Copyright Business Wire 2015