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Vision2020 Advisor Portal
If you are starting a career as a life insurance agent in LA, or you’re an
experienced agent searching SoCal for life insurance jobs Los Angeles
has a lot to offer. Besides the high population of professionals and
the glamor, Los Angeles is a city that can grant incredible returns
to those with the wits, charm, and chutzpah to thrive. As a firm with
over 25 years of experience in Southern California providing financial
services, we at Independent Capital Management, Inc. can offer
a great deal of advice to those considering life insurance jobs
Los Angeles based.
- A personalized dashboard providing “one click” access to your
frequently-used resources - A suite integrating all client and account management tools in
one location - A broad palette of information and tools for daily office management
needs - A robust product suite packaging everything you need to identify
and sell the most suitable products and services to your clients - An advisory services area focused on the many fee-based resources
our platform offers - A collection of programs and services dedicated to business development
- Access to online self-service tools ensuring our home office
is accountable to your needs…and much more
If you are starting a career as a life insurance agent in LA, or you’re an experienced agent searching SoCal for life insurance jobs Los Angeles has a lot to offer. Besides the high population of professionals and
the glamor, Los Angeles is a city that can grant incredible returns to those with the wits, charm, and chutzpah to thrive. As a firm with over 25 years of experience in Southern California providing financial
services, we at Independent Capital Management, Inc. can offer a great deal of advice to those considering life insurance jobs Los Angeles based.
Salesforce
Salesforce, our cloud-based CRM solution, consolidates information on
your clients and prospects and is available to you directly from Advisor
Portal. Manage activities including letters, emails, and meetings
and maintain notes from all client discussions and meetings with the
integrated CRM platform. Salesforce integrates with our document
management offering, allowing advisors to view client documents.
In addition, Salesforce synchs with Outlook.
Salesforce
Salesforce, our cloud-based CRM solution, consolidates information on your clients and prospects and is available to you directly from Advisor Portal. Manage activities including letters, emails, and meetings
and maintain notes from all client discussions and meetings with the integrated CRM platform. Salesforce integrates with our document management offering, allowing advisors to view client documents. In addition, Salesforce synchs with Outlook.
Broadrige
The industry’s leading provider of marketing content for financial
advisors features a library containing over 3,000 pre-approved
resources, including FINRA-reviewed content such as seminar
presentations, concept pieces, website resources and newsletters.
The library is constantly updated with the most current material to
provide to clients and prospects and is fully customizable.
Broadrige
The industry’s leading provider of marketing content for financial advisors features a library containing over 3,000 pre-approved resources, including FINRA-reviewed content such as seminar presentations, concept pieces, website resources and newsletters. The library is constantly updated with the most current material to provide to clients and prospects and is fully customizable.
Broadrige
The industry’s leading provider of marketing content for financial
advisors features a library containing over 3,000 pre-approved
resources, including FINRA-reviewed content such as seminar
presentations, concept pieces, website resources and newsletters.
The library is constantly updated with the most current material to
provide to clients and prospects and is fully customizable.
Broadrige
The industry’s leading provider of marketing content for financial advisors features a library containing over 3,000 pre-approved resources, including FINRA-reviewed content such as seminar presentations, concept pieces, website resources and newsletters. The library is constantly updated with the most current material to provide to clients and prospects and is fully customizable.
One View
OneView is a web-based consolidated portfolio accounting and performance reporting system that enables advisors to:
One View
The industry’s leading provider of marketing content for financial advisors features a library containing over 3,000 pre-approved resources, including FINRA-reviewed content such as seminar presentations, concept pieces, website resources and newsletters. The library is constantly updated with the most current material to provide to clients and prospects and is fully customizable.
NETX360
- Pershing’s leading-edge brokerage account management system
- Comprehensive suite of technology tools and information
- Powerful trading engine
- Intra-day account information
- Full range of quote/market research services
- Account summaries integrated into main Client Central system
- Is accessible via single sign on from Advisor Portal
NETX360
- Pershing’s leading-edge brokerage account management system
- Comprehensive suite of technology tools and information
- Powerful trading engine
- Intra-day account information
- Full range of quote/market research services
- Account summaries integrated into main Client Central system
- Is accessible via single sign on from Advisor Portal
Advisors
Advisors can now access the three predominant social media sites
(Facebook, LinkedIn and Twitter) through the social media dashboard.
This easy-to-use application allows advisors to post certain content
directly to the sites through the dashboard or send content to the
home office for review and approval. Features include:
Advisors
Advisors can now access the three predominant social media sites (Facebook, LinkedIn and Twitter) through the social media dashboard. This easy-to-use application allows advisors to post certain content directly to the sites through the dashboard or send content to the home office for review and approval. Features include:
Streetscape
- Pershing’s leading-edge brokerage account management system
- Comprehensive suite of technology tools and information
- Powerful trading engine
- Intra-day account information
- Full range of quote/market research services
- Account summaries integrated into main Client Central system
- Is accessible via single sign on from Advisor Portal
Streetscape
- Pershing’s leading-edge brokerage account management system
- Comprehensive suite of technology tools and information
- Powerful trading engine
- Intra-day account information
- Full range of quote/market research services
- Account summaries integrated into main Client Central system
- Is accessible via single sign on from Advisor Portal
949-453-7660
Insurance License Number: 0795190 Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC. Investment advisory services offered through Independent Capital Management, Inc. a registered investment advisor, not affiliated with SagePoint Financial, Inc. Certain insurance products offered through Independent Capital Management (ICM). ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM is a separate company from SagePoint Financial, Inc. This communication is strictly intended for individuals residing in the states of AK, AL, AZ, AR, CA, CO, CT, DC, FL, GA, HI,IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC,ND, NE, NH,NJ, NM, NY, NC,ND, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. The Inc. 500 is ranked according to percentage revenue growth for four years. Additionally, they have to be US based, privately held, for profit, and independent -- not subsidiaries or divisions of other companies. ICM was named to the Inc 500 in 1996 and 1997. SEO Los Angeles
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Independent Capital Management, Inc.
Independent Capital Management, Inc.
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