Berthel Fisher Technology
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The Berthel Fisher technology department is staffed with skilled individuals who know technology and want to help. Service-minded, the Berthel Fisher tech team strives to support and educate you on every call. Our dedicated technology team is diligent in:
- Providing friendly, easy to understand tech support
- Educating users - for more productive and enjoyable technology experiences
- Helping to ensure that your systems are up and running when you need them
- Acting as a resource for hardware, software, and service recommendations
- Connecting users to the best resources and training available
- Offering remote support
When you need assistance, Berthel Fisher's support techs can come to you - utilizing Citrix's Go To Assist remote support tool. Remote support sessions allow you to share your PC's screen with our staff for the quickest and most efficient resolution of your support issues. Visit http://www.gotoassist.com/ph/berthel for a demo of this service.
Broker/Dealer Information Portal - www.berthelreps.com
This Berthel Fisher resource houses everything you need to keep in touch with your Broker/Dealer and conduct your business each day. You can view, download, and print our fillable on-line forms. You also have online access to your commissions and other valuable resources such as news, calendar, the home office directory and a robust mix of product-related content, everything from product inventories to product fact sheets.
When you join Berthel Fisher, you have a choice of multiple clearing firms and their associated workstations. All of our clearing firms offer state-of-the art tools that provide client account info, news and quotes, account documents (statements, confirms, 1099's) and online trading capabilities.
- National Financial Services, LLC - StreetScape
- Pershing, LLC - NetExchangePro
Third-Party Vendor Relationships and Discounts
LaserApp - www.laserapp.com: State of the art form filling technology plus a current library of Broker/Dealer, Brokerage, Fund Company (MFs, VAs) forms. For a complete list of forms currently available in the LaserApp library, visit http://www.laserapp.com/forms.htm
WEB SITES: Market your practice online with one of our Web site programs.
Account Aggregation: Investigo - www.investigo.net: this Web-based system automatically downloads client account information from DST, DAZL and the clearing firms into one convenient place. With all your client info at your fingertips, you can generate a wide variety of presentation quality reports - everything from appraisals and monthly income statements to asset allocation graphs and performance reports. Download the Investigo fact sheet to learn more.