Investment professionals for main street USA
Keeping small towns connected to BIG investment ideas
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SunGard
Thomson One
Ridgeway & Conger Managed Portfolio System
Fixed Income Central
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Free Online Client Account Access
Schwab Account Look Up
Bloomberg Online
Fund Quest
Zenith Marketing (Insurance)
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My Ridgeway
Account Profile
Technology
SunGard
Thomson One
Ridgeway & Conger Managed Portfolio System
Fixed Income Central
Legent Clearing
Advisor Exchange
Free Online Client Account Access
Schwab Account Look Up
Bloomberg Online
Fund Quest
Zenith Marketing (Insurance)
Technology Options:
Where most BD’s are dependent on their clearing firm for technology and limited in options, this is not the case with Ridgeway. We have worked hard to ensure we have top notch technology options available for you. We are confident that the tools and platforms that are available will help you to streamline your business and become more efficient on a day-to-day basis. Please don’t hesitate to contact us to ask questions about any of the products you see below or inquire about any you want to see. We are also available to set up web demos so you can gain a better understanding the of products and platforms and how they work.
SunGard
Gain quick access to the valuable features and functions of online trading and account lookup via an affordable solution.
Thomson One
To aid in your daily activities Ridgeway & Conger provides you with top quality technology, daily marketing ideas, and specialist in various areas of the industry. We offer the ability for you to shape your services around your clients' needs.
Ridgeway & Conger Managed Portfolio System
Let Ridgeway do the hard work so you can focus on growing your clients’ money. Together with Folio Institutional, we deliver a fully integrated and cost-effective account management platform designed to help you easily manage your clients’ investments.
Fixed Income Central
Fixed Income Central delivers a complete fixed income department to the Independent Rep and Investment Advisor. We offer access to taxable and tax free bonds, CMOs, Treasuries, Unit Investment Trusts, Preferred Stock and CDs.
Legent Clearing
You'll have access to modern trading and communications technology, expansive market data, global research, tax-lot portfolio management tools, numerous cash management options and sophisticated advisory/wealth management products that compare favorably to those offered by many larger clearing firms.
Advisor Exchange
Helping Financial Advisors improve operational efficiency through the elimination of manual data collection and entry, Advisor Exchange delivers reconciliation-ready data from over 7,500 financial data sources into the various applications you use to run your business.
Free Online Client Account Access
Brokerage & Clearance solutions support the middle- and back-office functions for trade processing, clearance and settlement, data management, tax reporting, and accounting, helping broker dealers, banks, futures commission merchants, and asset managers streamline operations, control risk and manage cost.
Schwab Account Look Up
Please be aware of the differences between brokerage products and services provided by Charles Schwab & Co., Inc., and the banking products and services provided by Charles Schwab Bank on the Schwab.com Customer Center.
Bloomberg Online
Today’s Bloomberg builds on that foundation - everything we do connects decision makers in business, finance and government to a broad and dynamic network of information, news, people and ideas that enables faster, more effective decisions. Come see how we do it.
Fund Quest
Institutional SpectrumSM is a premier fee-based advisory platform available through FundQuest Incorporated, a leading turnkey managed account solution provider. Advisors gain the ability to increase productivity and accelerate business growth through: proposal preparation tools, consolidated reporting, investment due diligence, and back office services.
Zenith Marketing (Insurance)
This site will be your one stop shop for all of your insurance needs, including Life Insurance, Annuities, Long-Term Care, and Disability Income. From product information and illustration software to forms and case status, you will find it here.
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Ridgeway and Conger, Inc. is a registered broker/dealer, member of
FINRA
and
SIPC
, Ridgeway and Conger, Inc. may only transact business or render personalized investment advice in those states where we are registered or otherwise excluded or exempted from registration requirements. This site is for informational purposes only. Any communications with prospective clients residing in states where Ridgeway and Conger, Inc. and its registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
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