CT Force for Wealth Management

Solution Overview

Financial Services are standardizing on CT Force

Wealth Management Industry is Exploding

Technological Gap

Until Today…

Introducing the Next Generation Desktop for Wealth Management

New Desktop for Wealth Managers

Client Information

Client Relationship Information

Know Your Client (Compliance)

Less Scrolling

Integrated Email

Compliance (Detailed)

Easy Reporting

Client Management Report

Financial Accounts

Fully Customizable Interface

Main Features

• Client Acquisition and Management• Financial Accounts, Holdings, and Interests• Relationship Groups for Housholding• Advisor Team Collaboration• “Know Your Client” Information Capture and

Workflow (Compliance)• Easy, Flexible Reporting

Benefits

• Award-winning ease-of-use that drives end-user adoption and compliance

• 100 percent on demand: no hardware or software to install or maintain

• Point-and-click customization to meet the needs of individual advisors

• Industry-leading features to manage client data and team activities

• Security, Performance, and Compliance to Meet Your Stringent Requirements

CT FORCE FOR WEALTH MANAGEMENT

Finally Giving Advisors What They Want…