Superior technology that makes investment advisors and programs more successful

Sophisticated SPF technologies support the needs of our banking customers and partners. We provide a proven model and workflow systems, real expertise and answers, and some of the best technology in the industry. We deliver the right technology tools, via dataVISION, to create a paperless office that meets compliance requirements and business objectives.

By working with SPF, our clients get the service, education and attention they deserve. Our streamlined systems and processes support the changing industry landscape. Every tool is designed with efficiency and flexibility at its core to augment the advisor and ensure they, and their programs, can squeeze every bit of success from their efforts.

At the heart of our technology systems, and the framework for your success, is dataVISION®, our fully electronic, web-based account management system that simplifies administration, communications, sales, and reporting functions. This proprietary technology was designed from the outset to efficiently manage the administration, organization, and management of accounts – all electronically.

SPF also gives banks the ability to offer a full menu of banking and investing services to both individual and business customers through additional technology modules that can be customized to match the look and feel of your bank’s website.

  • Customer enhancement module, My Portfolio View, allows all client investment (brokerage and direct), advisory, and annuity business account information to be integrated into your banks’ home banking websites via a single sign-on access.
  • Our electronic trading platform, eVISION®, allows customers to place their own stock, option and mutual fund transactions at a commission discount, plus provides access to quotes, investment research, news, market indices and more.
  • Using Profiles® Forecaster wealth reporting and analysis tools, advisors can better assess client financial situations, report on progress, and develop plans to achieve stated goals.

With advanced, integrated and efficient systems like these, SPF has differentiated itself as the technology leader in the industry. The effectiveness of dataVISION and our other technology modules has changed the way advisors do business and the way banks look at their investment programs.

See how we can help advance your investment program to its next level of success and profitability. Contact us today.