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
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 is increasing in awareness and use in the industry. The options listed below are the approved options for Principal Securities business.
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 email@example.com.