Brecek & Young has a suite of computer systems and applications that will keep you ahead of the technology curve with unique tools that make running your business easy and more effective. Our systems are all web-based, so you can conveniently use them in your office or on the go. Included in the technology package is full training for you and your staff on all the programs.

SOME OF THE HIGHLIGHTS OF OUR TECHNOLOGY ARE:

• Email (Outlook Web Access): Every representative receives a Brecek.com mail account. Because our systems integrate with special supervision tools, you may conduct business and communicate to your clients from this account.
• Commission System (Xtiva Commission Web): A “best of breed,” web-based reporting system you can access at your convenience to view your commission statements.
• Brokerage Trading Platform (NFS Streetscape): This is the National Financial web-based Brokerage Platform for equities, options, mutual funds, and fixed income investments.
• Brokerage Research (NFS Streetscape): You have the ability for a comprehensive research package that is used on the Streetscape Trading Platform including real time streaming quotes Reuters Access and various analyst research reports.
• Consolidated Report System (Albridge Wealth Management): This is your web-based front office system that allows you to easily consolidate and organize your investment accounts and generates in-depth compliance ready reports to use in your practice. Access your Albridge Wealth Reporting Statements anytime from anywhere in the world on their secure website.
• Financial Planning (MoneyGuidePro): MoneyGuidePro gives you the value of financial planning without the pain. It makes it fast and easy to create meaningful, high-impact plans that are sophisticated but not complicated – even if you have never done planning before.
• IncomeMax: Cygnus Software, Inc. develops sales and planning tools for financial planners and insurance agents. IncomeMax financial planning software simplifies the sale of financial and insurance products. IncomeMax allows advisors and agents to quickly evaluate their client’s financial situation, areas of need, and position solutions.
• Forms Management System (LaserApp): LaserApp takes advantage of completing your forms online. Using your most recent client data, you can populate forms from a wide variety of mutual fund, annuity and other product companies.
• Client Relationship Management System (E-Z Data Smart Office): A web-based, top of the line practice management software that offers a powerful client relationship management (CRM) database with correspondence notes, calendaring, tasking, mail merging, and group of client data. This tool allows you to organize your office, helping you identify lost or missed opportunities.
• Custom Web Site: As a Brecek & Young representative, you have the opportunity to have a customized web site. A customizable template has been created that can be as unique as your imagination and your business.
• MarketingLibrary.net:  MarketingLibrary.net offers access to hundreds of professionally authored marketing and advertising messages. Attract new prospects, increase client satisfaction, and save valuable time with everything from high-impact prospecting messages to ghost-written financial articles and even birthday messages and invitations.
• Ernst & Young Retirement Income Knowledge Bank: Ernst & Young Retirement Income Knowledge Bank allows you to search and gain access to a wide range of important product facts and to compare products side–by-side with highly detailed reports.
• Financial Encyclopedia (FMA Advisor): FMA Advisor (Forefield) is an online Financial Encyclopedia comprehensive enough for the representative, yet easy enough for your clients to read. Use their library of articles and sales pieces to educate your clients on various products. This product is a powerhouse of current events, legislation, and financial data that directly impacts your business. Also available are time saving Newsletters and FINRA approved Seminars.