Capital Management of Wheaton, Illinois. âBrookstone Capital Management is a perfect client for Amicus, and an ideal
customer for AccountStream,â said Marshall Huwe, Amicusâ CEO. âBrookstoneâs 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.â
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 clientâs needs immediately and accurately. At implementation, Amicus created a new feature, requested by
Brookstone, that enables the easy addition of a firmâs marketing library to AccountStream, making Brookstoneâs 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, AmicusÂ® Envoy and AmicusÂ® Email Monitor.
âBrookstone Capital Management has added Amicusâ technology to its RIA platform,â reports Brookstone Capital Management CEO Dean Zayed. âThe Amicus solution is robust, easy to use, and adds tremendous efficiency to the day-today affairs of our business,â says Dean, âand we are thrilled about the relationship and grateful for the incredible technology Amicus has created.â