Case Study: Securities America achieves centralized client analytics and faster advisor insights with Information Builders' WebFOCUS

Securities America Delivers Rich Analytics With WebFOCUS

Securities America, a Omaha-based independent broker‑dealer supporting over 2,000 financial professionals and 500,000+ investors, struggled with client and account data scattered across multiple systems, making it time‑consuming for advisors to answer questions, prepare for meetings, and review financial activity.

Working with Information Builders, Securities America launched Dashboard 2.0 on the WebFOCUS platform — a role‑based, self‑service BI portal that centralizes investor profiles, portfolios and performance data with customizable widgets, mobile access and strong data governance. The result: instant access to consolidated client views (seconds vs. minutes), faster report generation, reduced proprietary development costs, quicker time‑to‑market, lower financial risk, company‑wide adoption, and recognition on the InformationWeek 500 — all delivered under budget with a successful skills transfer to internal teams.

Securities America

Randy R. Reed

Vice president