Planner Online Reporting Tool Produce multiple views of your book of business and your clients’ holdings with this convenient, online tool. This particular tool can help you access and analyze your clients’ account, holdings and transactions, as well as categories of investments they do not have — leading to a more efficient planning process, increased advisor productivity and strengthened client relationships. Planning Office Automation When you can access the information you need and the people you need to talk to from anywhere, your capabilities as an advisor greatly expand. We’ll provide you with technology that makes that kind of access possible, so you can save time and stay on top of everything … easily. Client Relationship Manager (CRM) This application helps you more effectively manage your practice by allowing you to retain and manage key client and contact information. And by streamlining a multitude of tasks, it saves you time, too. Brokerage Solutions Our Brokerage Solution tools provide both you and your clients with convenient account access. Streetscape ® Streetscape is our brokerage technology platform for advisors who clear their trades through National Financial Services LLC, member NYSE and SIPC, a Fidelity Investments ® Company. It integrates trading and service functionality with customer information, reporting and alerts. Take advantage of a single point of access to market data, news, and third-party research — virtually anytime, anywhere. myStreetscape myStreetscape provides clients with convenient, online access to view their account balances, positions, transaction history and trade order status through a secure, password-protected internet site. They can also access account statements and trade confirmations, and elect e-notification for these documents while suppressing paper delivery. ® Case Tracker Case Tracker is a web-based tool that allows you to easily determine the status of any financial planning case, determine who is working on it at any time, and read any notes that have been added — giving you ultimate efficiency in managing the financial planning process. Collaboration Capability Eliminating traditional geographic boundaries, this platform allows you to share and receive ideas from your peers, allowing you to collaborate anytime and anywhere. Client Vaulting Capability This tool allows you to store and retrieve sensitive documents. Vaulted documents can be shared with your clients, other planners or your clients’ other advisors.