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Technology Solutions Team

Get comprehensive support from a team of technology experts

At NPC, you get the most out of your technology platforms with the help of the Technology Solutions Team. It's more than just technical support, the team helps advisors leverage NPC technology tools to make strategic business decisions and client recommendations. You get personal, in-office training and assistance from our regionalized External Technology Specialists or access our Internal Technology Specialists for over-the-phone support.

As one of the first broker-dealers to offer a dedicated strategic technology team, our goal is to help our advisors gain a deeper understanding of our technology, including our award-winning Advisor Dashboard platform, to grow their business and better serve their clients.

Advisor Dashboard

Unleash your power

Experience the hot new digital interface built to revolutionize your practice. Advisor Dashboard delivers all the tools you need to effectively and efficiently run your business - all in one place!

  • Reveal the best opportunities for new business growth.
  • Identify and leverage the activity that makes you most profitable.
  • Amp up marketing with laser-focused targeting and prospecting.
  • Access more data at a deeper level in the office or on the go.

Preview Advisor Dashboard

Advisor Dashboard
Efficient Customizable Mobile

Electronic Order Entry (EOE)

Go Paper-Free

NPC’s innovative web-based business processing technology offers a variety of features designed to reduce paperwork, save you time, and provide enhanced workflow efficiencies, including:

  • 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 NPC client letters, eSigned documents and NPC account forms.
Pat Vitucci - Vitucci and Associates, Walnut Creek, CA
Pat Vitucci
The resources available through NPC’s technology platform are not just innovative, they are also easy-to-use, allowing me to save valuable time on a daily basis. As an Advisor, my time is always at a premium, and I can truly say that features like the electronic signature capability and automated document creation through EOE have helped my business run more efficiently.

eSignature

You Lead – Our Technology Follows

We’re proud of the fact that we were the first Independent Broker-Dealer to introduce viable electronic signature technology to our Advisers in 2005.

NPC’s eSignature platform provides the ability to capture client signatures via a fully versatile electronic pad. Whether in your office or on the road, all you need is your laptop, an internet connection and your eSignature pad to securely conduct business electronically without the need to phone, copy, file or fax.

FundSERV

Shortest Distance Between Two Points: FundSERV

EOE FundSERV eliminates the middleman and provides functionality that consolidates the execution of direct held mutual fund accounts and general NPC transaction requirements:

  • Eliminates fund application.
  • Receive commissions immediately through FundSERV’s net settlement process.
  • Reduces paperwork and operations time.
  • Add money or rebalance existing fund accounts.
  • Establish ACH capability and streamline payment to multiple fund families.

Technology Partners

Great Minds Come Together

In addition to our proprietary applications, 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
  • Redtail Technology
  • Morningstar
  • Financial Profiles and NaviPlan
  • MoneyGuidePro
  • eMoney 360 Pro
  • Pershing Technology