At KSI, our technology solutions provide independent advisors all the resources necessary to efficiently complete business processes, freeing up more time for serving clients and developing new business on your schedule. Our InTouch 4.0 platform provides a superior suite of technology programs and tools available on a single, fully-integrated operating platform. The system's streamlined account opening and maintenance programs simplify administrative tasks, while comprehensive account search tools allow you to instantly retrieve information about holdings, transactions, and client history. And built-in & Add-on account management software enables you to keep track of clients' account and personal information.

Combined with the Service Center-an informational hub providing Clearing Firm research, marketing, business management and training-and complimented by our a la carte premium subscriptions of advanced portfolio management and financial planning, Kovack technology seamlessly blends a one-stop software solution.

• Elimination of redundant data entry, and ability to automatically identify required forms and disclosures.
• Fully mobile eSign feature that captures electronic client signatures on multiple documents.
• Establish and manage direct mutual fund accounts paper-free through EOE FundSERV.
• Display of mutual fund account balances, details, and activity.
• Imaging solution for KSI client letters, eSigned documents and KSI account forms.

Docupace Technologies provides Broker-Dealers, RIA's and financial advisors with easy-to-use business software to satisfy all your back office books, records and Rule 17a-3 and Rule 17a-4 processing needs, delivered in one SEC and FINRA compliant platform. As a cyber security technology leader, Docupace also provides security services to ensure FINRA firms stay cyber compliant. The ePACS© Productivity Suite is popular among financial services professionals because of its simplicity. All ePACS© software integrates quickly and without hassle into any pre-existing system, and the results are almost immediate. Getting started is simple and straightforward, and account specialists are assigned at no extra charge to help you along the way.

The power to transform your business

Wealthccape℠ simplifies operations, powers more informed advice delivery, and helps advisors serve more segments efficiently.

INVESTORS:
Understand the advisor's full value, and get more engaged with finances.

ADVISORS:
Spend more time connecting investors with their financial dreams, and serve more diverse clients.

ENTERPRISE PROFESSIONALS:
Attract more advisors, run business more efficiently, and increase productivity.

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Pershing's revolutionary platform for investment professionals and RIAs provides the tools needed to manage clients' accounts, deliver first-rate service and develop new sales and revenue opportunities. NetX360^® offers one complete solution to efficiently manage your entire business, whether it's commission- or fee-based. Click here to view Demo.

Great Solutions for our Advisors
In addition to our KSI InTouch 4.0 Portal, we've also cultivated strong relationships with outside partners to bring you the best of data management, product research, and business processing technology, all at your fingertips. Some of our partners include:

• Albridge Solutions (Portfolio One)
• Redtail Technology
• Morningstar
• Advicent Solutions (NaviPlan^®, Profiles^TM, Advisor Briefcase^®)
• MoneyGuidePro
• eMoney 360 Pro
• Pershing & NFS Platforms
• FolioDynamix