Transparent Pricing.

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$ 99 / person per month


Features

  • New Account Opening
  • Integration with industry-leading financial planning tools
  • Bidirectional 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
  • Data management solutions

If you are interested in a custom consulting proposal about the unique challenges facing your business, please contact our sales team.