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Give your sales managers, sales assistants, and investment representatives the support they need with an array of proprietary and third-party products and services from National Financial. Our complete platform of bundled and unbundled fee-based solutions can help address the needs of affluent clients. Solutions are supported by Advisor CHANNEL,® our fee-based management tool.

 
BROKERAGE
TECHNOLOGY
Core Brokerage Capabilities Streetscape®
Customer Information
Reporting
Contact Management and Planning Tools
Portfolio Management/Analytics
Market Data and Research
Service and Operations
Investor Solutions
myStreetscape®
CAPITAL
MARKETS
Equity and Options Trading
Fixed-Income Trading
Value-added Products and Services
Third-Party Research
INVESTMENT
SOLUTIONS
Asset Management Accounts
Retirement Solutions
Fee-Based Solutions
Annuities Program
Wealth Management
BUSINESS
BUILDING
Corporate Discount Program
PracticeAdvantage®
Research and Continuing Education
Technology Services
Marketing and Sales
Business Services
Compliance Services

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