Technology

Our technology is designed with our most important piece of the puzzle in mind—you.

Through our relationship with our clearing firms, First Clearing¹ and Pershing, as well as relationships with other strategic partners, we offer you the advantage of selecting the combination of broker-friendly systems that make the best sense for your business. We understand that it is paramount to offer technology that is flexible enough to fit your unique business needs while being secure and integrated to core firm systems. By using the best technology available throughout our entire business, our leading platform helps set you and your clients apart as well as ourselves.

Our clients have access to industry-leading systems, including:

  • Freedom to choose the tech solution that best suits your business and changing needs
  • Freedom to work mobile, with confidence in your data’s security
  • Freedom to focus on growing your business by implementing efficient technologies, saving you time and money

CRM as your Advisor Workstation – Manage client information, documents, activities and communication on the go from a central interface customized just for you.

Your Personal CIO – Technology consulting and planning for your current and future needs.

  • Product selection
  • Local vendor vetting and selection
  • Availability of best practice and policy information
  • Technology strategic planning

Business Continuity and Disaster Recovery Planning and Support – Whatever the future may hold, you’ll be ready with tools, processes and technology to reduce downtime.

From beginning to end, our technology at Prospera is designed to simplify your life and improve your efficiency and productivity.