Feature Article

July 06, 2011

Securities America Unveils Mobile App to Connect Advisors to Business Enterprise Systems

Securities America, an investment management company, announced the release of a mobile application that allows its advisors to have mobile access to business enterprise systems using smartphone or tablet technology.

The company rolled out its mobile access solution for smartphone and tablet technology, including iPads, iPhones and Androids – free to all Securities America advisors.

“Securities America made the strategic decision to absorb the cost of e*Office Mobile access to remove any hurdles to our advisors getting started with this technology immediately,” said Doreen Griffith, chief information officer of Securities America, in a statement.

“We have heard many success stories from our offices that use iPads, Android Tablets and other devices to conduct business, work with prospects and offer the highest possible level of service to their clients. We feel that effective use of this technology will grow and retain business for our advisors,” Griffith added.

Securities America’s initiatives to encourage the paperless office movement by leveraging in-house WORM-compliant imaging solution and extending that functionality through the Virtual Office document management system of e*Office Advantage are gaining result.

Leveraging the new e*Office Advantage Mobile application, images scanned by the home office or uploaded by advisors can be securely retrieved on mobile devices. Extending these paperless options through mobile devices will increase efficiency and offer on-demand access to those documents.

“I have found access to e*Office Advantage on the iPad to be an extremely valuable tool,” said advisor Dan O'Leary of Colorado. “I love having access to client accounts wherever I go. Clients have been very impressed with how tech savvy we appear, and it is changing the way we do business.”

Recently, Securities America announced its new social media program, which will allow all of its 1,800 representatives to access and post content on Facebook, LinkedIn and Twitter. Under the program advisors will need to get some content, such as a profile page or market commentary, pre-approved by the firm’s compliance department.

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Rajani Baburajan is a contributing editor for MobilityTechzone. To read more of Rajani's articles, please visit her columnist page.

Edited by Carrie Schmelkin


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