Technology

Packerland Brokerage Services offers a variety of technological sources for your business needs. We have SWS Securities as our clearing firm, and they are accessible online. Packerland is a paperless company, using an imaging system to capture all applications and client transactions that flow through Packerland’s office. Currently Packerland has an agreement with Financial Profiles, Inc. to allow representives access to this program at a reduced cost.

Our clearing firm Southwest Securities offers the following features:

Online Forms and training at the SWS Learning Exchange

Brokerview which allows:

• Instant market quotes
• Online trading
• Access to client information and accounts

"My View" which allows clients access to their accounts online

Our Imaging system offers Packerland:

• Ability to search quickly for client paperwork sent to Packerland, even if it has already moved on to the investment company
• Copies of business printed and returned to the representative upon request after the appropriate Packerland signatures are acquired
  

Financial Profiles and Packerland have teamed up to offer Profiles + Professional to our Representatives at a discounted rate. This program has been a valuable application offering:

• Web-Based training
• Complete comprehensive plans for clients by imputing specific information
• Analysis of client needs to include:

WinOPS, our back office administration system, offers Packerland:

• Commission processing
• Compliance recordkeeping
• File import capabilities (Clearing Firm, Mutual fund, DST Fanmail, DAZL, etc)
• Customized reports
• Document imaging
• Statement delivery
• EFT Transfers
  
  

Coming soon: PBS is in the process of adding a web-based integrated financial management solution that will incorporate the following features:

• Statement consolidation
• Account reporting tools
• Allocation tools
• Quarterly reports
• Compliance tools
• Document and file management
• Contact management solutions
• Custom reporting