CUE advisors are supported through our state of the art web based technologies. This means that regardless if you are working from our central office, bank location, off-site location or even your home office you are able to access these tools that include:

  • A wide range of account servicing capabilities including up-to-date client portfolio totals at a glance, mail merge, personalized reporting capabilities, and the ability to set up automatic client reviews on a periodic schedule. Respond immediately to a client’s request to see how they’ve done year to date, what their capital gains are so far – this kind of service is only a click away!
  • A state-of-the-art online brokerage platform that enables you to manage your day-to-day business with ease. Enter orders for stocks, options, mutual funds, fixed income products and annuities in a simple, point-and-click environment. Access integrated news, quotes and investment research.
  • Your source for accessing client brokerage account documents. This service enables you to search, view and print investment professional copies of your clients’ account documents, such as brokerage account statements and trade confirmations.
  • A full range of functionality including consolidated customer portfolio management, detailed account information, electronic statements, transaction processing, and new account establishment. Includes real-time, reliable information for more than 260 mutual fund and variable companies for optimal customer support.
  • A current library of applications including Mutual Fund, Variable Annuity, Insurance, Clearing Firm, and Broker-Dealer Forms. The forms are automatically populated up to 80 percent without typing anything.
  • An internet-based Financial Planning program that provides sophisticated analyses featuring on-line collaboration between advisors and clients, Long-Term Goal Planning, Insurance Needs Assessment, Budget, Asset Allocation, Estate Analysis and Variability Return Analyses through Stress Testing and Monte Carlo simulations.
  • An extensive line of Internet software, and print-based products for financial advisors and institutional clients