$ 99 / person per month
Features
- New account opening
- Integration with industry-leading financial planning tools
- Bi-directional integration with proposal generation tools and managed account platforms
- Principal review workflows
- Automated suitability checks
- Integration to facilitate OFAC/AML checks
- Integrated electronic forms library
- eSignature capabilities via industry-leading products
- Straight-through processing of new accounts and account updates
- Data aggregation
- Trade blotter with automated exception identification and review process
- Advisor portal
- Investor portal
- Cloud-based scalable enterprise platform
- Configurable, customizable and extensible
For more details, please contact our sales team.
Services
- Advisory services based on industry best practices
- Operational process efficiency improvements
- Compliance enhancements
- Data management
- Advisor and Investor relationship management best practices
- Salesforce strategy development and Implementation services
If you are interested in a custom consulting proposal about the unique challenges facing your business, please contact our sales team.