The company, which helps CPAs build their own financial services businesses, has released enhanced client account monitoring and reporting software. It uses new cost-basis accounting and reporting features. Among the many new features is a browser that allows 1st Global advisers to view information on their accounts for both fee-based advisory programs and insurance accounts.
Financial advisers can generate position and activity reports.
They can review historical activity and dividends on each of the subaccounts. This enables them to access their client's account information, review real-time market data and trade financial products. 1st Global is revolutionizing the accounting industry by helping CPAs with the tools that are needed to build a successful financial services business. That's why we are growing faster than most financial services companies. The broker-dealer is now using Cable Systems SmartSwitch 6000 and Smart Switch Router.