Date post: | 04-Jan-2016 |
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Account aggregation & reconciliation across multiple custodial & brokerage platforms
Tax lot accountingFull suite of customized ad-hoc performance, valuation, and cost basis reportsWeb based access with multiple log in levelsAdvisory fee notices, payable reports, & fee list uploadsHistorical Data Conversions
Core Services
Unique Services
Private-labeled statements posted online, printed, & mailed with video
Trade Order Management w/ FIXGIPS Compliant Composite CalculationsCompliance and Audit Report GenerationBusiness Metric ReportsWeb Service (API Integrations & Full Data Exports)Advisor Branded mobile apps (Apple, Android,
Windows Phone)SSAE Type II & ISO 27001 certified
Report Builder & ThemingSalesForce, Redtail, Junxure, Microsoft
Dynamics CRM integratedBox/Dropbox integration with portalsDisaster Recovery PlanAsset class customizationAdvisoryWorld analytical dataVideo Statements via EngageNew Accounts via DiscoverEmail campaigns via Deliver
Equipping Your Practice with Necessary Technology Solutions
Reporting
Advisory Fee Billing
Trade Order Management
Customizable | Unique | Accessible
Robust | Easy to Manage | End-to-end Process
One Location for all Trades | Mobile Ready | Virtual Accounts
Implement More Effective Communication
Integrations
Open APIAnalytics & ReportsAccount AggregationCRMFinancial PlanningTrading
+ More