Technology - Your Choice, Your Way

The right technology enhances your ability to effectively serve your clients. World Equity Group has a customizable suite of quality technology solutions. You decide which modules are best suited for your practice.

Our state of the art technology tools include:

  • Comprehensive client account management and reporting software
  • Automated financial form fill software
  • Clearing relationships through Pershing LLC or RBC Correspondent Services
  • Multiple trading platforms
  • Client online account access
  • Online commission viewing (weekly payouts)

Because World Equity Group is run by practicing financial professionals, we strive to make available some of the best in class, usable technology solutions.

Contact us today to learn more.