EAS Connect

Available summer 2020, our robust, fully customizable RIA platform will allow you to integrate your ecosystem without migrating to a new platform or learning a whole new system.

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.
end-to-end integration 

End-to-end integration

  • 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 

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 

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.

Let us show you what EAS Connect can do for your business

Call us at 800-955-7808 or complete our contact form so we can reach out to you.