Legend supports your business with a dynamic menu of resources to keep you on the cutting edge of technology. With a combination of our proprietary systems and tools provided by third-party partners, you will have the technology you need to run your business efficiently from the start.
- Legend’s Straight Through Processing (STP) Solution allows you to pre-populate paperwork, obtain electronic signatures, submit and store documents without ever printing a page. Learn More
- Legend's AdvisorLink (advisor website) and Client AccountLink (client website)
- Proprietary platform customized to support the self-directed retirement plan market
- Pershing's NetX360 is designed to help you more efficiently manage your business, be highly responsive to your clients and effectively develop new sales and revenue opportunities. It integrates client information with market data, news, research and tools - from many of the most respected content providers in the industry - into a customizable platform to help you maximize productivity.
- Financial Planning Software
- Client Relationship Management (CRM) tools
- Secure way to gather, store and retrieve vital documentation
- Resources to help you with research, wireless trading, current news and real-time stock, option and mutual fund quotes