Compensation Technology Transition Product Investment Advisors Rep Support
eoe
Developed through extensive consultation with Representatives, and designed to meet the specific needs of your business, NPC's Electronic Order Entry (EOE) System is a truly revolutionary tool.

This new network of online forms, electronic blotters, and basic compliance checks can significantly improve the efficiency of your business and give you more freedom to address your clients' needs.

EOE's updated features allow you to:
  • Eliminate redundant data entry
  • Check to confirm required information is not omitted
  • Automate the production of blotters
EOE also makes your practice more efficient by providing:
  • Basic compliance checks
  • Automated disclosures that consolidate multiple forms for different trades into a single document requiring only one client signature
  • The ability to update multiple account registrations for one client at the same time
  • Continuous enhancements such as electronic signature (E-Signature) and electronic file cabinet (scheduled to roll-out spring 2005). NPC makes significant advances toward a paperless environment.