Technology

At Waterstone Financial Group, we believe that we can offer technological services that compete with even the largest broker/dealers. While some innovations can help us behind the scenes, we believe that on-line services most directly impact and support your business. Our Rep Center houses all of our on-line support systems. From news to calculators to marketing support, the Rep Center offers tools to help you manage your business more effectively. A few of our most popular on-line services include:

Waterstone's flagship technology, Advisor Connect is an integrated, on-line suite of best-of-breed software applications designed to reduce the amount of time you spend on technology related issues so you can spend more time with clients. Available from a single, secure internet browser, your client data, account information, positions and holdings are automatically updated daily and shared among the Advisor Connect applications. For many advisors, Advisor Connect has become an invaluable tool in helping them to simplify their business, reduce administrative costs, bolster client services and ultimately, increase revenue. While constantly evolving, the current lineup includes:



Commission Statements
Within our password protected Rep Center, Waterstone representatives can access their commission statements. The data is updated twice a month and coincides with our commission payment cycle.

Download Forms
You needn't worry about storing broker/dealer forms anymore. All of Waterstone Financial Group’s forms are available on-line. A few quick clicks and you can print the forms you need whenever you want them.

News and Updates
Tired of archiving endless e-mails and jumping from site to site for information? Waterstone offers two news sources to help keep you aware of current developments. Our monthly newsletter offers product information, market commentary, reference material and business development tips in an easy point and click format. In addition, our weblog offers brief news updates as they occur.

Waterstone University
Need some Continuing Education credits? At Waterstone University, you can satisfy your firm element requirements on-line. You can also access over 16,000 Continuing Education Credits Nationwide for CFP, CPA, PACE and State Insurance.