Austin, Texas based Amicus today announced the signing of its newest Amicus AccountStream client, Brookstone Capital Management of Wheaton, Illinois.
"Brookstone Capital Management is a perfect client for Amicus, and an ideal customer for AccountStream," said Marshall Huwe, Amicus' CEO. "Brookstone's commitment to personalized financial advisory service means they benefit immensely from the paperwork automation of AccountStream which enables Brookstone to focus on relationships and advice, and less time on paperwork."
AccountStream enables Brookstone advisors to securely access all the forms they need via a web-browser and auto-complete those forms, leveraging the client data they have already collected. With anytime web-access to their forms and client information, they can respond to their client's needs immediately and accurately. At implementation, Amicus created a new feature, requested by Brookstone, that enables the easy addition of a firm's marketing library to AccountStream, making Brookstone's most up-to-date marketing material always available to Brookstone advisors. Brookstone will also take advantage of the Amicus email hosting and archive compliance solutions, Amicus Envoy and Amicus Email Monitor.
"Brookstone Capital Management has added Amicus' technology to its RIA platform," reports Brookstone Capital Management CEO Dean Zayed. "The Amicus solution is robust, easy to use, and adds tremendous efficiency to the day-today affairs of our business," says Dean, "and we are thrilled about the relationship and grateful for the incredible technology Amicus has created."