Securities America Named to 2013 InformationWeek 500 List of Top Technology Innovators
SAN FRANSISCO – Sept. 11, 2013 – Independent broker-dealer Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS), has been named to this year’s InformationWeek 500 – a list of the top technology innovators in the U.S. – for its advisor workstation Dashboard 2.0. This is the second award for Securities America’s Dashboard 2.0, which received the Technology Innovation Award from the Bank Insurance & Securities Association (BISA) earlier this year.
“Securities America believes strongly in investing our technology dollars primarily in applications and platforms that make it easier for our financial advisors to do business with us and with their clients,” said Jim Nagengast, CEO and president of Securities America. “Dashboard 2.0 enables our advisors and their staff to access information faster, making them more efficient and giving them the ability to work with more clients and more assets.”
Securities America’s advisor workstation provides its financial advisors and their assistants access to trading, supervision, image retrieval, new account processing, account servicing, financial planning, performance reporting and many more features. Advisors or their staff often need to draw information from several of those sources to answer client questions.
To improve the overall experience for financial advisors and their assistants and allow them to provide better service for their clients, Securities America worked with Information Builders to create Dashboard 2.0. This solution centralizes client, branch, and advisor information from various applications and platforms in an easy-to-read and dynamically updated format. Using customizable views and widgets that can be added, removed, re-arranged and manipulated within the views, Dashboard 2.0 allows each member of the advisor’s team to arrange and save the location of the information he or she uses most frequently.
“What used to take minutes is now displayed within seconds in a way that makes the advisor more efficient and effective, whether dealing with clients, identifying the practice’s most profitable clients, or analyzing production for a group of advisors,” said Doreen Griffith, executive vice president and chief information officer.
InformationWeek identifies and honors the nation's most innovative users of information technology with its annual InformationWeek 500 listing, and also tracks the technology, strategies, investments, and administrative practices of some of the best?known organizations in the country. Past overall winners include Beth Israel Deaconess Medical Center, PACCAR Inc., The Vanguard Group, CME Group, National Semiconductor, Con?Way, and Principal Financial Group. Unique among corporate rankings, the InformationWeek 500 spotlights the power of innovation in information technology.
"The theme of this year's InformationWeek 500 is digital business. It's a movement, rooted in data analytics, mobile computing, social networking and other customer?focused technologies that are turning companies and industries on their ear," said InformationWeek Editor In Chief Rob Preston. "Every enterprise is now a digital business – or needs to become one fast. The organizations in our ranking are leading the way."
Additional details on the InformationWeek 500 can be found at www.informationweek.com/iw500/.
About Securities America
Headquartered in La Vista, Neb., Securities America Inc. is a national top 10 independent broker-dealer (as ranked by Financial Planning magazine). For more than 25 years, Securities America’s mission has been to foster the success of financial professionals so they can provide quality, objective counsel and services to their clients. Advisors benefit from the firm’s industry-leading programs in practice management, advisory services and retirement income distribution, supported by state-of-the-art technology. Founded in 1993, Securities America Advisors Inc. is an SEC-Registered Investment Advisory firm that offers investment management, financial advice and financial planning through a national network of independent financial advisors. Securities America Financial Corp. is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). Securities America received the inaugural Thought Leadership Award from the Retirement Income Industry Association in March 2011 and the inaugural Bank Insurance & Securities Association (BISA) Technology Innovation Award in March 2013. Additional information is available at www.securitiesamerica.com.
About Information Builders
Information Builders helps organizations transform data into business value. Our software solutions for business intelligence and analytics, integration, and data integrity empower people to make smarter decisions, strengthen customer relationships, and drive growth. Our dedication to customer success is unmatched in the industry. That’s why tens of thousands of leading organizations rely on Information Builders to be their trusted partner. Founded in 1975, Information Builders is headquartered in New York, NY, with offices around the world, and remains one of the largest independent, privately held companies in the industry. For more information, visit informationbuilders.com.
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