Broker WebStation Platform

WallStreet*E Financial Services provides products and services to support the independent registered representative, broker and financial professional. WallStreet*E Financial Services also provides products and services for its Registered Investment Advisory WallStreet*E Investment Advisors to support the independent investment advisor, financial planner as well as institutional services for Registered Investment Advisory firms.

Our Broker Dealer services includes our award winning BrokerWebstation technology which provides investment professionals with our online account management and trading platform to effectively and efficiently manage client’s accounts. WallStreet*E Financial Services also provides backoffice and compliance support for all independents giving them the peace of mind that all aspects of their business is being effectively monitored and managed.

Our Investment Advisory Tools includes Provisor Wealth from Broadridge Financial which allows investment advisors and Registered Investment Advisory firms to plot an asset allocation model and provide financial reports as well as drift and rebalancing functions. We also provide Separately Managed Accounts (SMA) through the Ridge Advantage Program offered in conjunction with FundQuest which allows for third party money managers to assist in your asset allocation needs allowing you to spend more time on the relationship management with your customer.

WallStreet*E provides a diversified range of financial products including Stock, Exchange Traded Funds (ETFs), Mutual Funds, Fixed Income, Options and Insurance products to fit your client’s investment needs and objectives. We have several selling agreements with leading parties to support your fixed income and insurance needs for the US and International markets.

Value Added services such as Valet Account and Bill Pay are also provided for financial professionals and customers giving WallStreet*E Financial Services it’s full service status. Valet Accounts provide customers with Visa Debit Card and Check Writing access to free cash balances in their accounts. Bill Payment services allows customers to set up bill pay accounts to pay online bills.