Technology at Pacific West

At Pacific West, we are committed to technology that will build efficiency and streamline your practice.

 We offer a wide variety of solutions, from workflow management and discounted software programs to guidance on the technology programs that best suit your office environment.

Our Pending Commissions System (PCOMM)

Financial Professionals are paid each Friday and pending commissions and fees are accessible through our PCOMM system located within our Rep Workstation.

Account Consolidation & Reporting

With Albridge Solutions, Pacific West has implemented the industry’s leading auto-reconciling, data aggregation, account consolidation and reporting tool for independent Representatives and Advisors.

An Albridge Overview:

• Albridge platform is web-based, meaning you have access to your accounts - any time, anywhere.
• Albridge offers the convenience of reconciling your data vs. a program that requires your staff to manually download files that need reconciliation.
• Data feeds from most mutual funds and variable companies, several REIT and DPP companies, Pershing, TD Ameritrade, National Financial and Schwab. Some Third Party Money Managers are included as well.
• The ability for the Advisor to conduct batch reports, maximizing end-of-quarter efficiency.
• The ability for clients to view a secure, password-protected statement and see consolidated account data.
• Integration with CRM, financial planning, form-filling and other software technologies.

Technology Partnerships

At Pacific West we understand there are many choices and decisions in setting up the technology infrastructure to support your practice. That is why we partner with many of the best-of-breed companies to offer a discount on the tools that will make you more efficient and competitive in today’s marketplace.

Research

You can subscribe to news, market data and research reports. Choose a package or select a service ala carte.

Brokerage and Advisory Platforms

By offering four leading advisory custodians--Pershing, NFS, Schwab and TD Ameritrade--we provide the platforms that sophisticated advisors require.

Pershing
Pershing’s NetExchange Pro offers a complete online brokerage platform to access client account information, place trades, get quotes, news and research. This powerful tool will integrate with more than 20 third-party content providers, including Naviplan®,  Morningstar®, Dow Jones, Thompson® Financial, all designed to provide efficiency and the information you need at your fingertips.

National Financial Services (NFS)
National Financial offers the Streetscape® workstation, an integrated, powerful suite of tools designed to help you pinpoint new opportunities and drive growth. You’re able to receive a comprehensive view of your client accounts, third party research, quotes and data. This system provides effective planning and portfolio management tools for you to manage client activity.

Schwab Institutional
Schwab Institutional provides the technology platform, processes, tools and people you need to manage and trade clients’ assets. 

TD Ameritrade
TD Ameritrade offers VEO, their institutional trading platform which integrates with financial products, technical services and the tools to help you adapt and grow within today’s advisory climate.