National is constantly investing in new, industry-leading technology to help you operate more effectively and securely as well as ensure the best possible client experience.
Here are some of the programs you’ll interact with daily:
National’s Development team created BrokerNet to be your cyber-secure access point for all firm-related resources. Equipped for mobile use and offering single-sign on access to a variety of programs, BrokerNet is your daily portal to all things National.
⇐ Check out the video tour of BrokerNet here
Learn More About Envestnet
National’s uniquely customized advisory platform is powered by the industry-leading Envestnet. Our comprehensive platform gives you the ability to create a scalable and efficient advisory practice in a multi-custodial environment. Through a single web-based platform you gain access to a variety of asset management programs and tools at extremely competitive pricing.
Learn More About Salesforce
With the world’s #1 CRM at your fingertips, now with a fully integrated wealth management solution, it’s never been easier to manage multiple clients and households, keep track of financial goals and significant life events, and deliver personalized advice that earns lasting loyalty.
Learn More About G Suite
With G Suite your business can move faster together, using intelligent, cloud-based apps to collaborate with colleagues or connect with clients from anywhere, in real time.
Learn More About Docupace
Docupace is a leading cloud-based provider of paperless document management and storage for financial professionals. Seamless integration with NFS, Envestnet and Salesforce means Docupace can improve the efficiency of your entire business process lifecycle by automating critical administrative and compliance processes.
Learn More About MarketingPro
Created exclusively for Financial Professionals, Marketing Pro pairs professionally pre-crafted content with intuitive automation and contact management features, all within a system that syncs seamlessly with compliance.
Learn More About AnnuityNexus
Annuity Nexus is a valuable research tool that gives quick and easy access to the most comprehensive fixed, indexed, and variable annuity information in the industry in one simple search. You will be able to find the best rates, identify suitable products, research product exchanges and print disclosure reports to meet the FINRA/Company Suitability rules.
Learn More About CompNet
National’s robust web platform for tracking all your business and compensation. Various views allow you to review daily updated activity, summary tabs with month-to-date rolled-up transactions, breakdowns of business at the client account level and even trails broken out by source and type.