Why Join JW Cole Products and Services Investment Advisory Technology/J.W.Cole Online Licensing Process

streetscapesm

Streetscape is the National Financial web-based workstation designed to empower Investment Professionals to better serve their customers, while enabling them to work smarter!  Designed to simplify life throughout your firm, Streetscape offers you the flexibility to meet your organizations current needs - and evolve as your business grows.
 
Here are some of the many ways Streetscape can help:
  • Stay on top of account activities via an integrated Alert Manager.
  • Easy access to critical business information through Report Manager.
  • Mutual Fund Trading Tools allows access to breakpoint, ROA, household and LOI information. 
  • Portfolio Analytics
  • Streetscape's Dashboard offers Investment Professionals a quick snapshot of their practice with the ability to easily drill down further. 
  • A fully-integrated fee-based solution, Managed Account Solutions, allows Advisors to efficiently service and grow their fee-based business along side of their brokerage business.
For an on-line demo of Streetscape, click on the link below. You will need to type in the User Name and PIN provided below the link.
 
User NameL NFSSIQ
PIN: NFSSIQ 
 
Streetscape PowerDemos
 
MyStreetscape
MyStreetscape will provide your customers with easy-to-use web access to their accounts.  This intelligent and enhanced service allows for access to comprehensive investment information, virtually anytime and anywhere that it's convenient for them.
 
Your customers can access account information, including balances, positions, 90-day history, and order status; get real-time quotes and set up Personal Quote lists to track favorite securities; get equity and treasury market indices; view independent company research from sources like Lehman Brothers Research; and use financial planning tools for retirement, college planning, asset allocation, investment growth, bond income and accumulated interest.