We understand that a robust technology platform is essential to operating a successful practice. We offer an integrated package of industry-leading technology that is flexible and simple to use, and includes the tools you need to support your thriving practice. Advisors are also free to use other systems if they choose.
HBI’s level of personal service in the technology arena sets us apart. We offer free data conversion, importing your records into our systems for a seamless transition. Our Field Technology Team will serve as your consultants and partners, with personal training and ongoing advice. This team looks to create an engaging and collaborative experience where business challenges can be solved together.
We clear through Pershing LLC. An industry leader, Pershing is the choice of more broker-dealer customers than any other clearing firm. Its highly integrated online platform provides access to consolidated account information, a variety of third-party market research, financial planning tools, quotes, and news.
Talk with an Ambassador to learn more about how our suite of technology applications will meet your needs.