LINCOLN FINANCIAL NETWORK
Part of providing you with everything you need to run a successful business is giving you expert technical support in every area necessary from software maintenance to data backup to reliable internet access.
Local and National Technical Support
The Lincoln Financial Network has both local and national support staff specially trained to address any of your technical needs from backup software to moving equipment for new advisors.
Field Application Support Team (FAST)
With members across the country, this dedicated team provides support and training for all of our applications using onsite, WebEx, and teleconferencing capabilities.
Data Security/Automatic Backups
Our centralized backup system downloads data several times a day to reduce the risk of data loss. Plus, we offer encryption for your computers to protect you if equipment is lost or stolen.
Virtual Private Network (VPN) Internet Access
You'll have access to Lincoln Financial Network applications no matter where you are with our VPN and an internet connection.
We sponsor a PC lease program that offers favorable lease terms and provides new laptops every two years (or new desktops every three years).
LFSecurities.com is a fully functional, interactive Web site, offering a private site exclusively for registered representatives of Lincoln Financial Securities Corporation. Within the private site, we have put the broker-dealer online. There are over 1,000 pages of broker-dealer communications and educational material available 24/7 to support the growth and education of our field force. The site offers a calendar of events including commission payment dates and hot-linking capability to other sites. Commission statements and pending commissions are displayed on the site, and maintained for 18 months. Online New Account Form entry and OSJ Online blotters are among the features available on the site. LFSecurities.com interfaces with Pershing's "NetExchange Pro for Brokerage Accounts," which allows field order input of stock, bond, and mutual fund trades. Representatives have the ability to download, print, or submit a variety of LFS and Pershing forms from the LFSecurities.com site.
NetExchange Pro For Representatives
This internet solution allows registered representatives who clear their trades through Pershing an efficient way to gain access to market and brokerage information through the internet and the broker-dealer Web site.
NetExchange Pro is designed to help your investment professionals efficiently manage their clients' accounts, deliver first-rate service, and effectively develop new sales and revenue opportunities. It provides your firm with optimal tools, features, and content that is virtually unsurpassed in the industry.
NetExchange Pro gives you:
- Internet-based access to clients' brokerage accounts to view account holdings, history, balances, executions, cash balances, and order status
- Tailor screens, navigation, and data display to suit your individual work style
- Streamlined communications that enable you to rapidly learn about events and regulations that affect clients' accounts
- A password-secure environment
- Ability to electronically place equity, option, and mutual fund orders Establish new brokerage accounts
- Add systematic mutual fund orders from your desktop
- Request checks, fed fund wires, and asset journals online
- View incoming and outgoing transfer activity
- Reply to corporate actions online
- Access NetExchange Pro using a Windows ®-based or Web-based version or via a wireless device
- Availability of real-time or streaming quotes, news, and charts
Access to brokerage account confirmations, statements and tax statements on-line through
- Research, financial planning tools, financial and headline news, market data, and trading information all from a single platform
NetExchange View for Clients
This tool allows clients internet access to their brokerage accounts. Clients have the ability to view account holdings, history, and balances, and access delayed quotes and market information. The system utilizes specific User ID and password protection for security.
LaserApp an automated forms solution provides a way to organize, manage, and pre-populate your forms right from your desktop, allowing you to spend more of your valuable time with your clients. In addition to an extensive library of industry forms, LaserApp houses some of the most commonly used proprietary forms needed by our advisors.
OmniSource is Lincoln Financial Network's consolidated statement and portfolio performance reporting system. This powerful client management and data-mining tool will allow you to deepen your client relationships and significantly increase your productivity, while eliminating the need to maintain paper copies of statements in your client files.
OmniSource delivers consolidated statements and performance reporting through a secure internet site. Account information is electronically collected from multiple fund and clearing sources. This full-featured application includes many time- and cost-saving functions, including automated PDF statement generation and automatic e-mail notifications to your clients.
OmniSource will allow you and your office assistants, if you choose, to quickly gather information about clients, accounts, and product companies enabling you to manage and measure your business from a global perspective. Office staff can generate reports and client meeting preparation materials much more efficiently than ever before.
With OmniSource, both you and your clients can create, view, and analyze investment holdings, all with minimal setup, data entry, and ongoing maintenance. OmniSource can be used anywhere, anytime with only an internet connection and browser.
You will have immediate access to OmniSource through Lincoln Financial Network Web sites upon your affiliation. As you transition your book of business to us, your clients will begin to appear on the system. OmniSource provides an excellent tracking mechanism to you and your staff thus alleviating the need to contact product sponsors directly in the follow-up phase of the transition.