Offering	Description
Registered Rep E-mail Powered by LiveOffice	You all have been set up with aicinvest.com email accounts and can access your email through Producer Workbench via the "Rep Email" button on the upper right hand side of the screen.  AIC communicates often to RRs through the RR Email.  It would be best for you to start using this system immediately. For instructions on how to set up email with Outlook, Support Information, transferring domain names, purchasing domain names, or FAQ's, they can visit the AIC Advisor Mail website located at: https://www.advisormail.net/aic/index.asp
Website:  Producer Workbench	AIC provides a dedicated and constantly updated online agent portal that provides product and service information, account access, sales ideas, and to serve as a repository for all communications, marketing pieces, technology tools and everything else that is broker/dealer related.
OneSource	AIC is proud to offer OneSource (powered by Albridge Solutions, formerly StatementOne) a Web-based portfolio accounting, consolidation, and performance reporting application that allows financial advisors to access and report on client account information that is held at multiple investment firms. One Source gets financial advisors out of the data-management business, giving you easy access to information and reports anywhere the Web is available. This frees you up to focus more on investing, acquiring assets, retaining clients and building new relationships.
Sungard/Synapse (2007)	In 2007, you will be trained to utilize the electronic compliance and supervision system.  This system is an electronic interactive system that allows AIC and your supervisor’s easy access to your trade information and information about the underlying clients.  Trades that your supervisors need to look at further are flagged, and email communications are used to obtain your explanations.
LaserApp	Laser App is the financial industry standard in form-filling software.  Laser App combines state of the art form filling technology with a current library of industry related forms.  These forms are programmed with business logic and maintained by Laser App so Reps can focus on selling, rather than completing paperwork.
AdvisorsAssistant	AdvisorsAssistant is a fully integrated and web based CRM application. You can subscribe to this software
Wealth eValuator (Emoney)	Wealth eValuator, created by eMoney, provides financial advisors with a Web-based wealth planning tool that offers a comprehensive view of a client’s financial portfolio, as well as features and functions that enable more complete planning and better servicing of the client’s needs. With Wealth eValuator, advisors can proactively manage their client relationships by identifying strengths and weaknesses in asset allocation, keeping accounts up-to-date, and monitoring significant changes in their client’s portfolio. The interactive platform also provides alerts and alarms, aggregation and customized reporting capabilities, as well as an online storage capability that enables advisors to help their clients keep track of valuable documents, such as wills, insurance policies, and property titles.
Naviplan	Naviplan is becoming a financial planning provider of choice.  You can obtain the planning software at reduced rates as a result of your affiliation with AIC.  This planning software is web based and can feed in the data from OneSource.
FaxIn Records into Imaging Electronic Access to Records (2007)	AIC is continually explanding the capabilities of our imaging system.  We will be rolling out the Faxing In Capabilities and the Access Capabilities for you during 2007.
Morningstar Workstation	As an AIC Rep, you have access to this web-based software platform that integrates client and portfolio data with other desktop systems (i.e. OneSource) at a substantially reduced cost.  Available features include in-depth research and real-time delivery, robust and flexible client reports, portfolio management and diagnostics, sales hypothetical illustrations and asset allocation tools.  Advisor Workstation creates an efficient working platform that supports your practice.