Technology & Services
Our integrated, multi-lingual and multi-currency clearing system can help advisors unlock efficiencies that lead to significant cost savings and enhanced risk management. These efficiencies help attract new investors, capture additional assets, increase profitability and increase processing efficiencies. In addition, our solutions can help you comply with increasingly complex and changing regional regulatory requirements.
Full access to account data, simplified operations and extensive research information streamlines daily operations. From opening accounts to managing trades to the latest news on specific security, our systems provides resources and flexibility to complete business processes quickly and allow more time for servicing clients.
- Streamlined account opening with pre-populated forms
- Extensive account information from profiles to cash and security movements to related accounts
- Account Maintenance functions designed to handle standard or special requests
- Grouping capabilities to associate or household accounts and aggregate accounts
- Online trade management
- Portfolio analytics and performance review tools
- Detailed commission reporting
- Sales and prospecting presentations
To learn more about our technology and services, download our comprehensive overview in printable PDF format.
[ PDF / 184 KB ]