 Account aggregation & reconciliation across multiple custodial & brokerage platforms  Tax lot accounting  Full suite of customized ad-hoc performance,

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Presentation transcript:

 Account aggregation & reconciliation across multiple custodial & brokerage platforms  Tax lot accounting  Full suite of customized ad-hoc performance, valuation, and cost basis reports  Web based access with multiple log in levels  Advisory fee notices, payable reports, & fee list uploads  Historical Data Conversions Core Services Unique Services  Private-labeled statements posted online, printed, & mailed with video  Trade Order Management w/ FIX  GIPS Compliant Composite Calculations  Compliance and Audit Report Generation  Business Metric Reports  Web Service (API Integrations & Full Data Exports)  Advisor Branded mobile apps (Apple, Android, Windows Phone)  SSAE Type II & ISO certified  Report Builder & Theming  SalesForce, Redtail, Junxure, Microsoft Dynamics CRM integrated  Box/Dropbox integration with portals  Disaster Recovery Plan  Asset class customization  AdvisoryWorld analytical data  Video Statements via Engage  New Accounts via Discover  campaigns via Deliver

Equipping Your Practice with Necessary Technology Solutions

Reporting Advisory Fee Billing Trade Order Management Customizable | Unique | Accessible Robust | Easy to Manage | End-to-end Process One Location for all Trades | Mobile Ready | Virtual Accounts

Implement More Effective Communication

Integrations

Open API Analytics & Reports Account Aggregation CRM Financial Planning Trading + More