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Principal Securities Technology Solutions
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Powerful technology and top-notch support – with Principal Securities technology solutions

Principal allows you to work smarter by giving access to a wide variety of technology solutions - which helps maximize your performance and make you more successful

Better serve your clients and grow your business with our top-notch solutions, including:

  • Albridge Wealth ReportingTM
  • Laser App
  • Morningstar Advisor Workstation
  • WealthscapeSM

Our solutions are available to you a la carte, and each solution is fully supported by the Principal Securities sales support team, dedicated to helping you make the most of each technology.  You can count on them for on-site training, web conferences, teleconferences, support for all of your technology related questions, and much more.

E-signature options

E-signature is increasing in awareness and use in the industry.  The options listed below are the approved options for Principal Securities business.

Software Use Case Exclusions
LaserApp Enterprise

A physical USB signature pad can be used on brokerage platform forms.  This includes new account and maintenance paperwork.

Touchscreen enabled devices can use physical signatures as well.

Transfer forms for non-ACAT transfers are dependent on the contra firm accepting e-signature.
LaserApp Anywhere

E-signature enabled on brokerage platform forms and have an integration with Silanis (e-sign Live) through LaserApp Anywhere.

Checkwriting forms require physical signature and transfers noted above.
Wealthscape - UAO

New account opening on the brokerage platform.  The e-signature process occurs within Wealthscape Unified Account Opening. 

The process allows for additional documentation to be uploaded for account opening as needed (statements, etc).

Checkwriting forms require physical signature and transfers noted above

E-signatures obtained from stand alone e-signature solutions will result in not in good order paperwork.

For information and training on these tools, please see our training schedule which includes live and recorded sessions covering these topics.  If you have additional questions, please reach out to the Sales Support team at bdssalessupport@principal.com.

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