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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.
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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 Adviser, 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.

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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.
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Rep Portal

Single Sign-On Access

The NPC Rep Portal dashboard provides single sign-on access to our most commonly used internal and third-party web applications and programs, including EOE, FundSERV, Albridge Solutions, Redtail, Morningstar Fund Analytics, Annuity Nexus and many more.

The Rep Portal is also customizable, providing ease of navigation and “at-a-glance” access to the information our Representatives deem most essential.

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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 (offered by Zywave)
  • MoneyGuidePro
  • eMoney 360 Pro
  • Pershing Technology
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