$ 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.