Technology

Princor provides you with a wide variety of superior technology solutions - all designed to make it faster and easier to better serve your clients and grow your business.

Every technology solution is available at little or no cost to you, and is supported by a team dedicated to helping you with on-site training, web conferences, teleconferences, and more.

Tool	What it does for you and your clients
NetExchange Pro	View all your Pershing brokerage accounts in one location, enter and review orders, get real-time quotes, obtain news and investment research, and more.
NetExchange Clien	Give clients 24-hour Internet access to trades, news, and account information
Lockwood	Access account confirmations and statements, view advisor and account-level performance and billing reports, and more for all your wrap-fee accounts. Use with NetExchange Pro.
Albridge Wealth Reporting	Easily consolidate and organize accounts in one location. Put together reviews for clients, show clients a rate of return across several date ranges, e-mail statements and reports to clients periodically, and data mine for new asset potential. Already compliance approved.
Laser App	Download client information from many contact manager software programs using state of the art form-filling technology. Up to 80% of the information prefills for you.
Morningstar Advisor Workstation	Provide a full range of investment planning, client presentation, portfolio analysis, and investment research tools from one of the most well-respected names in the industry. Import client portfolios directly from Albridge.