TE+A Single Sign On Brochure
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Time is money. Most advisors need a way to make their daily routine more efficient so they can do what they do best—interact with clients and prospects, build stronger relationships, and bring in new AUM. TE+A Single Sign-On Enables Easy User Access to Business Tools with Just One Login. Complex password policies… forgotten passwords… costly help desk resets… they’re just a few of the challenges modern enterprises face every day. But just how “modern” is that? With Single Sign-On, your practice can securely access all its business tools and resources through one simple, secure dashboard. Lower operational costs, stronger enterprise security, increased productivity and faster path to increased AUM. It’s time you make the move to TE+A’s Single Sign-On for Wealth Management. for Wealth Management TRUNGALE, EGAN + ASSOCIATES LLC
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Transcript of TE+A Single Sign On Brochure
Time is money. Most advisors need a way to make their daily routine more efficient so they can do what they do best—interact with clients and prospects, build stronger relationships, and bring in new AUM.
TE+A Single Sign-On Enables Easy User Access to Business Tools with Just One Login.
Complex password policies… forgotten
passwords… costly help desk resets…
they’re just a few of the challenges modern
enterprises face every day. But just how
“modern” is that? With Single Sign-On,
your practice can securely access all its
business tools and resources through one
simple, secure dashboard. Lower operational
costs, stronger enterprise security, increased
productivity and faster path to increased AUM.
It’s time you make the move to TE+A’s Single
Sign-On for Wealth Management.
f o r W e a l t h M a n a g e m e n t
TRUNGALE, EGAN + ASSOCIATES LLC
Single Sign-On… Multiple Options.
We work closely with you to securely connect the third-party vendors and partners you need to maximize workflow productivity.
f o r W e a l t h M a n a g e m e n t
TRUNGALE, EGAN + ASSOCIATES LLC
Third-Party Vendor ConnectionsThe backbone of your operation is integrally linked to the third-party vendors and business partners you have selected. It’s time to make these powerful resource and tools accessible from one page, at one time, with one login, for everyone. Portfolio management tools, compliance software, data providers… if it’s important to your practice, streamline their utilization.
Main Nav DashboardEveryday. All day. You know the ones, the vital communication and business tools that the entire staff uses
over and over again, all day long… and nights too. TE+A’s Single Sign-On Dashboard features an easy-to-use
Main Nav designed to make accessing these important resources intuitive. We configure your dashboard to
meet your unique needs.
f o r W e a l t h M a n a g e m e n t
TRUNGALE, EGAN + ASSOCIATES LLC
Personalized User Dashboard
You know you’re home the moment you sign-in.
Messaging HubSometimes it’s all about you and your company.
TE+A’s Single Sign-On provides you a powerful
messaging hub to ensure everyone stays on the
same page, or screen. Event calendars, messages,
announcements and internal promotions can
all be centralized and easily accessed. The side
nav’s expandable-collapsible format provides an
area for graphics or images to add a little pizazz
to your event or announcement.
f o r W e a l t h M a n a g e m e n t
TRUNGALE, EGAN + ASSOCIATES LLC
f o r W e a l t h M a n a g e m e n t
TRUNGALE, EGAN + ASSOCIATES LLC
Discover the Operational Advantages for your Wealth Management Practice
TE+A Provides:
• Strategy
• Design
• Development
• Programming and Testing
• Training
• Implementation and Launch
• Analytic Reports
• Ongoing Support
Contact: Brad FeldmarVP Business DevelopmentTrungale, Egan + Associates
[email protected](312) 578-1590
