Our brokerage technology.
Real-time market updates. Instant trade execution. CRM systems. Streamlined account and contact management. These are just a few ways that technology plays a significant role in your practice — and in your decision to partner with a new broker/dealer.
At SCF, we are constantly working to provide you with industry-leading technology options — empowering you to limitlessly build your practice and serve your clients.
Our basic package of technology platforms will fulfill your needs as an advisor. We also offer a full menu of customizable technology options, providing you with unlimited flexibility.
Our brokerage technology workstation integrates trading and service functionality with customer information and risk management tools. Take advantage of a single point of access to real-time market data, news, and third-party research — virtually anytime, anywhere.
Powerful portfolio analytics tools allow you to analyze multiple accounts as a single portfolio. Break down asset allocation, equity sectors, and bond components of clients’ portfolios. Analyze position and portfolio returns and projected cash flows from current holdings. Create professional, custom color reports in seconds.
Add the strength of Thomson ONE to your integrated workstation. Pinpoint high net worth opportunities within your current book of business, search your book using hundreds of data points, and create targeted customer lists. Features include: advanced order management and trading, in-depth broker sales tools, educational resources, preferred rates on services from third-party providers, and customizable risk management tools.
Simplify the complex steps of retirement income planning. Build a retirement income plan with existing customer asset and account information prepopulated from the brokerage platform. This valuable tool allows you to create, store & update retirement income plans for your clients with efficiency and scale. Features include a Monte Carlo-based modeling engine, tax-sensitive cash flow analysis, and what-if modeling.
fixed income tools
This fully-integrated bond trading component simplifies selling fixed income products. BondTraderPro® empowers you to implement advanced filtering options, research and identify suitable offerings, build ladders and proposals, and much more.
Place trades from anywhere and serve clients on the go. With one touch, you can scan alerts, access market data and news, and review orders. This mobile app is portable, secure, and easy to use.
Transform your office into a paperless environment, manage your business processes, and increase efficiency and business continuity. You can securely send, scan, store and retrieve unlimited documents quickly and easily.
Give clients 24/7 access to their brokerage account, where they can place trades and view accounts, positions, balances, real-time order status updates, and two years of transaction history. They can also download their own mobile app, for account access on the go.
Save time and look smarter when preparing for client conversations. Many of your clients have multiple accounts with you. This tool allows you to view those accounts holistically and transact across them as a whole.
Take advantage of block trading features that allow you to place a single trade that, when executed, can be allocated to multiple accounts — with each benefiting from the same average share price.
Equity & fund
Stock and mutual fund screeners are built right into your advisor workstation, allowing you to quickly and easily select stocks or funds based on key metrics like share price, market cap, P/E ratio, dividend yield, and more.
For financial professional use only.
Wealthscape is a registered service mark of FMR LLC and is provided by Fidelity Clearing & Custody Solutions®.
Thomson ONE is provided by Thomson Reuters. Thomson Reuters is an independent company and is not affiliated with SCF Securities Inc or Fidelity Clearing & Custody Solutions®.