At E.K. Riley, we believe that technology has little value unless it directly contributes to managing and growing your business. That’s why we chose a technology platform designed by financial professionals who think the same way as you. World-class in scope, it provides trouble-free access to the information you need to grow and maintain a robust bottom line. Thanks to our remote desktop technology, our advisors have access to the highest quality account management, order entry, and productivity tools.
- InfoMax strategy and product information
- Envision financial planning suite
- BondDesk fixed income offerings
- Microsoft Office 2007 productivity suite
- Microsoft Outlook Email
- OmniPod instant messaging
- RegEd online continuing education
The cornerstone of our technology is Smartstation, a comprehensive account management platform that allows you to monitor and maintain customer records, perform transactions, transfer funds, access market data and research and analyze your book of business to identify business development opportunities.
Backed by award-winning Thompson ONE, Smartstation delivers a range of financial content that is both broad and deep, all within a workspace that’s geared to your needs and workflow.
At E.K. Riley, we take great satisfaction in providing our advisors with the highest quality technology platform.