Office Tools

Access your web based: email, commission statements, client records, blotters, order entry
screen and other selected offerings by using one single sign on portal through CONNECTUP.

Key Benefits

Choice—CONNECTUP's Practice Management component is flexible and subscription based,
so you select only the applications you need.

Ease-of-use—Easy to use and Web-based, CONNECTUP requires no installation or maintenance,
updates are automatic, and you can access your data and work from anywhere.

Time Savings—Because CONNECTUP is fully integrated, your clients' current data is available
throughout all applications, reducing redundant data entry.

Security—CONNECTUP features the highest levels of security available to protect your clients' data
so they, and you, have peace of mind.