Simplified digital account onboarding
- Open accounts in minutes with straight-through processing. Move away from traditional paper and forms-based account opening and experience a more intuitive, guided experience.
- Automatic account upload into advisor ecosystem. Data is collected from CRM and streamlined and completed via eSignature. Pre-filled client information reduces manual data entry (up to 80% in most cases).
- Streamlined bulk account transfer solution. Allows you to open blocks of client accounts to aid smooth transition.
- Full end-to-end and single sign-on integration with advisors' systems, vendors, and partners.
- Seamless integration with CRM, rebalancing software, portfolio management systems, financial planning, risk tools, and more.
Robust trading capabilities, external platform connectivity
- Painlessly connect with the systems and software you’re currently using.
- Trading features include single-account stock, ETF, mutual fund, options, and fixed income trading.
- Three convenient trading options, including advisor custody portal, upload trade order files, and route trades via FIX networks.
Customizable and role-based views
- Create custom views based on the individual needs of clients and priorities set by you.
- Unique account lookup and full-client, group, and consolidated views.