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NFP Advisor Services Group Unveils New Technology Solutions

Submitted by Technology Tools for Today on March 11th, 2014


Tools Designed to Increase Advisor Efficiency

NFP Advisor Services Group today unveiled two new technology solutions for financial advisors.

These new tools were launched as an update to NFP Advisor Services Group’s single-source advisor workstation AdvisorComplete℠ and are designed to increase efficiency, both in and out of the office, while offering the following new capabilities to advisors:

Mobile Application
This new mobile application, exclusively for financial advisors and their authorized staff, allows smartphone and tablet users to enjoy secure, mobile-friendly access to AdvisorComplete alerts as notifications. The application introduces easy-to-use features such as notification summaries and “take action” tools which increase overall efficiency via mobile devices.

eSignature Capabilities
NFP Advisor Services Group is now offering electronic signatures (eSignature) through the AdvisorComplete platform.

Clients can now electronically sign documents from anywhere without the need for special equipment by simply using their computer or mobile device. By providing immediate access from any location and validating all signatures and initials are complete, the system reduces the time to complete business, improves efficiency for the advisor and creates an exceptional client experience.

James Poer, President of NFP Advisor Services Group, said, "We are pleased to offer these exciting new resources to our talented advisors – a move that underscores NFP’s commitment to bringing technology, scale and services to our advisors through a broad array of business tools, particularly as the industry shifts towards an increasingly paperless workplace.”

ABOUT NFP
National Financial Partners Corp. (NFP) and its benefits, insurance and wealth management businesses provide diversified advisory and brokerage services to companies and high net worth individuals, partnering with them to help preserve their assets and prosper over the long term. NFP advisors can provide innovative and comprehensive solutions, backed by NFP's national scale and resources. NFP operates in three business segments. The Corporate Client Group provides corporate and executive benefits, retirement plans, and property and casualty insurance. The Individual Client Group includes retail and wholesale life insurance brokerage and wealth management advisory services. The Advisor Services Group serves independent financial advisors by offering broker/dealer and asset management products and services. Most recently NFP was ranked in the top 10 on

Business Insurance's 100 Largest Brokers of U.S. Business and Best’s Review’s Top Global Insurance Broker lists; second on Business Insurance's Largest Agents and Brokers Headquartered in the U.S. Northeast; it operates the fifth-largest executive benefits provider of nonqualified deferred compensation plans by total clients, as ranked by PlanSponsor; and operates a top 10 independent broker/dealer as ranked by InvestmentAdvisor. NFP is also a leading independent life insurance distributor according to many top-tier carriers. For more information, visit www.nfp.com.

NFP Advisor Services Group is a business segment of NFP that includes NFP subsidiaries NFP Securities, Inc., member FINRA/SIPC, and NFP Indesuite, Inc.

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