NFP Advisor Services Group has unveiled two new technology solutions for financial advisors.
These new tools were launched as an update to NFP Advisor Services Group’s single-source advisor workstation AdvisorCompleteSM and are designed to increase efficiency, both in and out of the office, while offering the following new capabilities to advisors:
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Mobile Application
This new mobile application, exclusively for financial advisors and their authorized staff, allows smartphone and tablet users to enjoy secure, mobile-friendly access to AdvisorComplete alerts as notifications. The application introduces easy-to-use features such as notification summaries and "take action" tools which increase overall efficiency via mobile devices.
eSignature Capabilities
NFP Advisor Services Group is now offering electronic signatures (eSignature) through the AdvisorComplete platform.
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By GlobalDataClients can now electronically sign documents from anywhere without the need for special equipment by simply using their computer or mobile device. By providing immediate access from any location and validating all signatures and initials are complete, the system reduces the time to complete business, improves efficiency for the advisor and creates an exceptional client experience.
James Poer, president of NFP Advisor Services Group, said, "We are pleased to offer these exciting new resources to our talented advisors – a move that underscores NFP’s commitment to bringing technology, scale and services to our advisors through a broad array of business tools, particularly as the industry shifts towards an increasingly paperless workplace."
