Products March 21, 2005

ING Introduces Broker-Dealer Platform

March 21, 2005 (PLANSPONSOR.com) - ING has announced the launch of SmartWorks, a technology platform for financial professionals with the company's broker-dealers.
Reported by

According to a press release, the platform has a variety of tools that planners often use to assist clients. These include:

                  

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  • Customer information (downloadable to other formats)
  • Commission reports
  • Financial planning software (MoneyGuidePro)
  • Market and mutual fund information (Morningstar investment and analysis tools)
  • Contact management and calendar software
  • Client and account filters and search functions

The platform features the ability to use a single sign-on for multiple applications, according to the company. It can allow representatives to access client information within a second application, and allows the representatives to share data within multiple systems.

The company plans to roll out additional enhancements every four-to-six months, with upcoming new features being enhanced single sign-on features, brokerage alert systems, on-line account opening, and OSJ approvals and compliance reporting.

The program is being introduced at Financial Network Investment Corporation, ING Financial Partners and Multi-Financial Securities Corporation; ING will introduce the program to ING Financial Advisors in the next month. All are broker-dealers of  ING .

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