One powerful, fully integrated system.
Technology should be empowering. And it should work. Our advisor
technology is flexible, integrated, and easy to use. It's a powerful
tool that connects the software programs you need to each other,
providing you with increased efficiency.
Key benefits of our advisor technology
Unified managed account structure
Provides an aggregated household view of your client and
enables you to manage multiple models within a single account
No trade reconciliation
Straight-through processing alleviates manual trade and
settlement date reconciliation
Tax planning what-if scenarios
Real-time tax impact analysis across all client accounts
Firm-level dashboards
Customizable views of a firm's AUM, fee revenue and IRA
services
Fee management
Automated advisory fee calculation and fee dashboard
You bring:
your firm's preferred CRM
and financial planning
software.
We provide:
a flexible platform that
includes: automated portfolio
rebalancing, on-demand
investment performance
reporting, fee calculation and
deduction, models-based
trading system, document
management, and more.
Use some—or all—of our
extensive platform.
