Broker Workstation from National Financial Services (NFS) includes a full roster of products, resources, tools, and technologies to help you manage, control, and builds your business. So you can spend less time on paperwork and more time taking care of clients.

At the center of it all is StreetScape - the broker platform that helps enable you to manage your book, satisfy client demands, juggle multiple tasks, pinpoint new opportunities, and drive revenue to new heights.

Plus, NFS provides a wealth of investment solutions to help you satisfy your clients and meet their financial goals. You can offer them everything from fee-based programs and retirement packages to mutual funds, annuities, cash management, and margin accounts.


StreetScape Dashboard
StreetScape’s Dashboard is a multi-view home page that serves up a single snapshot of vital information from virtually anywhere anytime. It provides both ePLANNING and the investment representative access to trading capabilities, customer information, market data, marketing and operational content, service functionality, and deployment information via the Internet (and Intranet).

There is also a desk-top based version called StreetScape for Windows that provides all the same features and functions but with a higher degree of user customization, additional select windows based features and the ability to maintain multiple workflows.

Here are just some of things you can easily do right off the Dashboard:
Review the top five clients with the largest amount of cash available.
Pinpoint your top five clients by net worth on a daily basis.
Receive breaking news, streaming indices, and real-time market commentary.
Integrate your day’s activities through the contact manager.


myStreetScape
myStreetScape is a multifunctional solution that allows representatives to deliver enhanced customer service by giving customers convenient, on-demand access to brokerage investment information and trading needs virtually anytime. From the myStreetScape web site, clients can access market data, planning and research tools, and pay bills with the online bill management solution. They can even download information to Microsoft Money and/or Intuit’s Quicken Software.


Trading & Order Management
NFS’ trading and order management functionality on StreetScape allows you to place equity, option, mutual fund, and fixed income orders, while streamlining risk management and compliance with pre- and post-trade tools. And, as a primary component of StreetScape, it can also help improve efficiencies in your daily workflow by integrating trading with account information and market data. For example, you can access account details directly from the order ticket, as well as place orders from the quote and positions screens.


Key Benefits
Help increase efficiencies resulting from end-to-end workflow integration and multi-order entry capability.
Enter multiple orders for equity, ECN, and mutual fund orders online virtually anytime.
Easily manage which trading features and accessible by each user by entitlements.


Service and Operations
NFS can help you gain greater control and flexibility in servicing your clients. Their online service and operations resources may help reduce cycle times, errors, and costs while enabling straight-through processing. Features are tightly integrated with customer account data and easy to use in your workflow.

Key Benefits
Streamline your operational processes and gain efficiencies.
Use pre-populated data fields to help decrease processing time.
Free up resources to focus on revenue generating activities.


BondTraderPro
NFS, in alliance with BondDesk ECN, is providing an enhanced user interface for BondTraderPro, their web-based, fixed income platform. Fast, flexible, and easy to use, its part of the bundled trading and custody solution for representatives (StreetScape).

Key Features
View Availability and pricing of bonds.
Functionality to search and sort bonds by ranges, qualities, bid & offers.
Build ladders, create offer sheets.


Brokerage Portfolio
Brokerage Portfolio is designed to be a financial organizer for your clients allowing them to combine certain investment accounts with unlimited check writing, choice of Visa Platinum Debit Card with rewards or Visa Gold Debit Card services and other cash management features. This product helps you better understand your clients’ financial needs by giving you greater opportunity to deepen your relationships.

Benefits to you
Develop long-lasting relationships and maintain client loyalty.
Potential to increase assets under management through account consolidation.
Robust product options designed to target high-net worth investors.

Benefits to your clients
Ability to manage finances from a single source.
Automated cash sweeps keeps money invested.
Access to a wide variety of financial management tools.
Ability to pay bills online virtually 24 hours a day.


Advisor Channel
Advisor Channel is a robust combination of PC- and Internet-based portfolio management, trading, reporting, and integration tools. Ideal for investment advisors who actively manage and rebalance portfolios or support a proprietary wrap program, Advisor Channel leverages the most advanced technology from Fidelity Investments. It seamlessly links your office directly to NFS’ security processing system as well as with third-party software packages. It can be installed on a single-user workstation, across a network and accessed by multiple users simultaneously, or across a wide area network (WAN) providing remote access to users in multiple locations.

Key Features
Download and review non-discretionary accounts.
Exports data to your choice of reporting packages.
Perform "what-if?" analysis and asset allocation comparisons.
Customizable searching, sorting, and grouping of account data.
Automatic downloads and exporting of data.
Advanced modeling and block-trading capability.
Comprehensive trade blotters for compliance review.
FIX trading capabilities including connectivity to Trade Route & Sungard Transaction Network and other FIX carriers.


feeEngine
feeEngine is a web-based product that can be used to administer fee-based accounts for asset based pricing and automatic account debit. It is the billing engine for all of NFS’ fee-based solutions. It automatically calculates and debits the accounts and can be used for both managed accounts and for fee-in-lieu of commission accounts.

With feeEngine, users can do all the following and much more:
Set varying charges by asset class, and exclude asset classes.
Bundle accounts for breakpoint pricing.
Charge fees to related accounts.
Exclude positions from the fee calculation at varying account levels.
Discount fees.


Performance Reporting
NFS makes Performance Reporting available through a third party vendor, First Rate Investment Services, Inc. Reporting may include asset allocation, portfolio performance, comparison versus benchmarks, transaction details, etc. NFS also makes available a web-based front end Performance Reporting Product for Correspondents to view and input certain information on a firm and an account level basis, which may include market commentary, disclosures, benchmarks, and exclusion of assets reporting.


Contact Manager
Contact Manager provides investment professionals with a browser-based link to contact and portfolio information with automated posting of customer data from Fidelity’s FBSI system on a nightly basis.