SCF Securities is proud to introduce Beacon AnnuityNexus to its platform. This technology will aid SCF advisors by providing carrier-approved, institutional-quality product profiles unique in their accuracy, comprehensiveness and timeliness.
Firm leverages Salesforce for advisor platform, back office system
SCF launched Monday its new cloud-based technology system, Kimberlite, built on the framework of the world’s number one CRM solution — Salesforce.
Monthly sessions to provide education, value for financial practices
SCF Securities announced Wednesday the SCF Webinar Series, hosted exclusively for advisors registered with the firm’s independent broker-dealer and RIA. These firm’s strategic vision for the webinar program is three-fold: optimize financial practices by training advisors to more efficiently use the firm’s platforms, provide practical practice management tools and resources by partnering with leading third-party experts, and serve as live forum in which SCF advisors can exchange knowledge and best practices.
‘SCF University’ provides online resources to financial advisors
SCF Securities, an independent boutique broker-dealer headquartered in California, announced today the launch of SCF University, its new education program for financial advisors. SCF University teaches advisors to grow their practice, reach new clients, implement powerful technology, and improve operational efficiency.