A technology platform built for the way you work

Your technology is key to delivering exceptional client and advisor experiences. That’s why the 
First Clearing platform, Advisor Gateway, is built around a fully integrated, single sign-on advisor workstation—designed to help you efficiently and effectively manage your clients and assets.

We also understand that one size doesn’t fit all. Through integrations with third-party applications, we help you build the right solution for your business—so you can spend more time deepening your client relationships.

Run your practice more efficiently with Advisor Gateway

We believe your technology should be simple, intuitive, and focused on your needs. Through Advisor Gateway you gain access to:

  • Real-time market data by Factset
  • Planning solutions
  • Portfolio management from InvestCloud
  • Customer relationship management (CRM) system
  • Account performance tracking
  • Trading tools
  • Reporting functionality, and more.

Unlock more flexibility with customized technology solutions

To compete in today’s environment, you need a flexible technology stack. That’s why we offer application programming interfaces (APIs) and webhooks—so you can easily connect Advisor Gateway to the third-party tools you already use. These integrations allow real-time data to flow seamlessly between systems, giving you the freedom to work efficiently, and on your terms.

How independent Broker Dealers can use Brokerage APIs

Seamless retrieval of client and account details

Retrieve detailed information such as customer name, brokerage account attributes, account information, available funds and other key details for all brokerage accounts

Streamlined access to portfolio security positions

Receive detailed information such as asset name, asset type, symbol, CUSIP, number of shares, journal eligibility, and other key indicators on the security holdings within a brokerage account

Transact asset movement and obtain real time transaction status

Enable ACH, check and cash journal transaction submissions for both retail and IRA accounts, and receive the latest transaction status information to track through completion

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Ready to learn more? Let’s talk.

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