Technology Laser App Take the guesswork out of determining which forms you need, where to find them, and how to fill them out. Laser App drastically reduces the time you spend on administrative work and helps eliminate data entry errors by generating professionally typed forms and populating them automatically with your client’s or prospect’s information. MyStreetscape This website provides your NFS clients with web based access to balances, positions, research, and, at your discretion, online trading. In addition, MyStreetscape gives your clients the ability to download the account information into Quicken. Streetscape An innovative broker workstation that is designed to help manage your book of business, pinpoint new opportunities, and drive the growth of your business. Streetscape allows you to get a comprehensive view of your client accounts, third party research, planning tools, and portfolio management. Gain access to critical client and market information whenever and wherever you are, so you can stay connected with your clients and your business.

Technology Laser App Take the guesswork out of determining which forms you need, where to find them, and how to fill them out. Laser App drastically reduces

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Technology

Laser App

Take the guesswork out of determining which forms you need, where to find them, and how to fill them out. Laser App drastically reduces the time you spend on administrative work and helps eliminate data entry errors by generating professionally typed forms and populating them automatically with your client’s or prospect’s information.

MyStreetscape

This website provides your NFS clients with web based access to balances, positions, research, and, at your discretion, online trading. In addition, MyStreetscape gives your clients the ability to download the account information into Quicken.

Streetscape

An innovative broker workstation that is designed to help manage your book of business, pinpoint new opportunities, and drive the growth of your business. Streetscape allows you to get a comprehensive view of your client accounts, third party research, planning tools, and portfolio management. Gain access to critical client and market information whenever and wherever you are, so you can stay connected with your clients and your business.

Page 2: Technology Laser App Take the guesswork out of determining which forms you need, where to find them, and how to fill them out. Laser App drastically reduces

BondTraderPro®Our fixed-income distribution offering, which provides straight-through processing for most fixed-income products.

Advisor CHANNEL®

An integrated analysis, trading, and reporting system that provides advanced portfolio modeling capabilities. This tool is ideal for representatives who actively manage and rebalance portfolios or support a proprietary wrap program, and helps streamline your fee-based business.

Morningstar Advisor WorkstationA strategic alliance offering a custom version of Advisor Workstation through National Financial giving you access to powerful research, sales, diagnostic, reporting, and portfolio tools.

Allbridgeprovides enterprise wealth management services that deliver an accurate, single view of all of their clients' assets. Albridge consolidates client account data from hundreds of disparate sources — proprietary, banking, brokerage, insurance, retirement, alternatives, trusts, etc. — making it the industry's most scalable and reliable enterprise wealth management solution provides financial professionals with business intelligence that helps them manage and grow their businesses more efficiently. Financial professionals can quickly gain perspective on their books of business, identify asset gathering/business building opportunities and prepare for reviews.

Page 3: Technology Laser App Take the guesswork out of determining which forms you need, where to find them, and how to fill them out. Laser App drastically reduces

Managed Account Solutions

Managed account solutions offers you a choice of four fee-based investment advisory programs. This is an all in one comprehensive offering giving you the flexibility to select asset allocations and build tailored portfolios based on the specific needs of your affluent clients and your business. National Financial collaborated with Envestnet Asset Management, the largest independent provider of comprehensive wealth – management solutions, and Strategic Advisors, Inc., a Fidelity Investments company, to bring you this robust managed accounts offering.