As a successful financial professional, you understand the significance of keeping ahead of the competition and providing the high-caliber service your clients expect.
That is what ING SmartWorks® delivers.
Brought to you by the broker-dealers of ING, ING SmartWorks is a one-stop, full-service workstation that helps free you from the dizzying information technology treadmill. A smarter business platform and dynamic suite of best practice tools, client data and key information come together to form this powerful business workstation.
You'll be able to build your business because you'll spend less time on paperwork and more time where it matters most - cultivating client relationships and increasing your productivity.
You'll work more efficiently when you can access all the information you need in one place and move seamlessly between business tools.
- Single Sign-On (SSO) - Log in once and gain access to everything you need. No more entering different user names and passwords for every application you use.
- Single Sign-On Plus (SSO+) - When you view a client record, you can bypass log in and password information to access third-party tools. Just one click, and you are able to work with that client information in a third-party application without having to enter that data again.
- Access client account data - Access client data in an instant, including brokerage (retail and advisory), direct mutual funds, variable annuities and third-party advisory accounts. A combined Account Summary PDF is available for each client for quick and easy reference prior to client meetings or for that unexpected client call.
- Consolidate and customize client account information - An easy-to-use client account search engine and filter allows you to sort, view and download information in a variety of formats - and you can group accounts together for tracking and viewing purposes.
- Integrated client contact management - Set appointments, link notes, access historical client contact information and view your calendar monthly and daily.
- Supplemental user access - Grant access to your client data, specific applications, and/or your calendar in ING SmartWorks for your administrative assistant or other representatives in your practice.
- Powerful client and account searches - ING SmartWorks allows you to slice and dice your prospect, client, and account information in a variety of ways providing you with the flexibility to conduct customized marketing campaigns, analyze client accounts and track their progress against their financial plan.
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Putting together your office technology can be difficult, time-consuming and costly. You need to know which software packages to purchase, have the technical savvy to integrate applications, and have the money to buy the software and maintain the system. In fact, this can be a full-time job - and a full-time headache!
Not anymore - we've done the work for you! ING SmartWorks seamlessly brings industry-leading technology applications together with your client account data. And, you also get easy access to market intelligence and broker-dealer specific information.
Improve your productivity and have more time to enhance your client relationships. You get more and spend less - in both time and money - and increase client satisfaction!
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We are committed to providing you with competitive products, services and technology workstation. With the ever-changing technology available to our representatives, vast resources are required to maintain a powerful and up-to-date workstation such as ING SmartWorks. ING Advisors Network has made a long-term commitment to maintaining ING SmartWorks® as a robust business-building platform and continues to invest in future enhancements. Some of the many integrated tools you'll find on ING SmartWorks that make doing business fast, convenient and easy include:
- Online Account Opening - Our online system allows reps to open brokerage and advisory accounts online. The built in automated checks help reduce “not in good order” paperwork and speed up the account opening process. In fact, you can receive an account number instantly allowing you to trade, deposit or initiate the transfer of money into the account immediately.
- MoneyGuideBrokerTM - Registered Representatives can use this full-featured client suitability and investment analysis program that includes seven financial calculators and is fully integrated into ING SmartWorks. Easily transfer your client’s data from ING SmartWorks into MoneyGuideBroker while conducting an analysis on your client’s investment objectives.
- MoneyGuideProTM - Investment Adviser Representatives enjoy new freedom with this client-oriented goal-based financial planning and asset allocation application. This interactive planner eliminates the need to re-enter client data by automatically populating client data into various potential planning solutions. An additional benefit of MoneyGuidePro is the ability to create model portfolios and Monte Carlo simulation.
- Morningstar® - Gain quick access to three of the most popular reports requested by financial professionals:
- Portfolio SnapshotTM - an analysis of a client portfolio
- Investment DetailTM - a one-page report detailing security information (fund, stock, etc.)
- Stock IntersectionSM - top 15 holdings in portfolio, reflecting overall weighting by security or sector
- Morningstar Advisor Workstation - The integration of this industry leading investment research tool helps you analyze your client's portfolio and provide the professional service your clients expect.
- NetExchange ProTM - Reps with our Pershing broker-dealers have access to NetExchange Pro through ING SmartWorks and take advantage of its broad range of versatile online trading, current market information, research, and detailed account information including activity, trading, position, annual reports, rate board and more.
- Extensive investment advisory services to give financial professionals access to sophisticated, integrated asset-management programs that develop deeper relationships and more recurring revenue.
- Online Trade Review allows supervisors to conveniently review Pershing trades directly from ING SmartWorks, where the rep’s and client’s data are stored, in order to help make doing business easier.
- In addition, if you are a current Albridge Solutions Wealth Reporting subscriber you also get quick access to each client's account information and reporting capabilities. You can even export client data to Microsoft ExcelTM and WordTM.
Financial professionals at financial institutions joining our self-clearing broker-dealer, PrimeVest Financial Services will be able to take advantage of some additional time-saving and valuable business tools, including:
- Quality prospecting and contact management tools, entirely integrated to expedite business and strengthen relationships.
- Seamless, automated forms processing – because forms shouldn’t be formidable.
- Sophisticated plan design tools to build custom roadmaps for client's needs, addressing key planning objectives, delivering the steak and the sizzle, without making financial professionals late for either.
- Reliable and thorough compliance information that provides the safety net financial professionals need to serve clients confidently.
- Innovative online supervisory tools that identify potential red-flag issues before they become problems.
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 Makes doing business easier so you can focus more time on your clients.Enjoy intuitive and effortless navigation. Provide the superior service your clients expect with immediate and easy access to account information, enhanced reporting capabilities and planning tools. LEARN MORE Saves you time and money.Utilize a complete set of integrated tools and solutions that save you time and money - and make your business more efficient. LEARN MORE Gives you great competitive value.Benefit from competitive technology and an ongoing commitment to enhancements that put your business on the cutting-edge of the industry. LEARN MORE
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