Technology is a critical element for maximizing advisor productivity, meeting regulatory compliance and maintaining a successful client relationship. At SFA, we believe in building and implementing technology that will serve effectively not just for today, but for the future as well.
Our solutions improve efficiency for advisor and client alike. Through our secure portal, SFA advisors access commissions, customer accounts, reports and data. We enable our advisors to achieve a paperless workflow, and partner with leading providers such as Albridge, an affiliate of Pershing, for portfolio management, performance reporting, and account aggregation.