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Designed around the needs of financial professionals, ING SmartWorks’ secure, Web-based platform gives you fast access to the resources and information necessary to handle most all of your clients needs anywhere you have an Internet connection.
More than a “technology solution” or a “business productivity tool,” ING SmartWorks is an innovative, straightforward, “it’s-all-in-there” way for you to make doing business easier that’s flexible enough to let you work the way you like to.
It’s all about easier
Making your business easier is the foundation of ING SmartWorks, and ING SmartWorks is the foundation of making it easier for you to do business. It’s designed to make the day-to-day—and not so day-to-day—aspects of running your business a whole lot simpler.
It really is all in there
Sign on once and within an intuitive, efficient layout, you’ll:
- Access your client data, including information on your clients’ accounts, registrations, position and transaction data, and reports
- Open Pershing brokerage accounts online, and begin trading once you get your new account number
- Easily manage your clients’ account and registration information while the system generates and mails the appropriate letters to help keep you compliant with the SEC Books & Records rules
- Seamlessly move client data between the full line of built-in applications and resources including a proprietary suite of investment calculators and planning tools, as well as NetExchange Pro™ for electronic trading and account opening, market intelligence and research
- Create meeting-ready reports and analyses you can quickly e-mail to your clients
- Pull up key Morningstar® reports, including Portfolio Snapshot™, Stock IntersectionSM, Investment Detail™ Reports, and view Quicktakes
- Service your advisory clients (if you are an Investment Adviser Representative) through a robust advisory platform including a full suite of financial planning, investment analysis, and asset allocation tools, including MoneyGuidePro™ and SmartSelectsm
- Shift to determining the suitability of insurance and investment recommendations for brokerage clients using MoneyGuideBrokerTM
- Locate and fill/print out forms and client letters from our extensive library, as well as receive the latest industry and compliance news
- Get the latest enhancements to ING SmartWorks automatically, with nothing to download
ING SmartWorks is continually updated to meet the changing needs of financial professionals within the quickly shifting landscape of the financial services industry. It brings the software you need together in one seamless interface, making it easier for you to succeed by helping you spend more time strengthening your relationships with your clients, and less time brokering the relationships between your software.
Click on the following link to take a tour of ING SmartWorks, which will open in a new browser window. Get a first-hand feel of what this powerful platform can do for you.
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