Implement a web-based system to gain access
to real-time investment information and account activity
Effectively manage client activity and pending cases
Ensure mobile access to client data
Manage incoming leads
Ensure compliance by documenting all client activity and communication
Results
Advisors who formerly had to be in the office to access critical information can now view, add, and modify information from anywhere, anytime
Gained a predictable, proven methodology for managing incoming leads and ensuring compliance
Integrated downloads now provide online access to the most current investment information available
Online portfolio performance tracking, consolidated reporting and graphical depictions of costs, share balances, and current values make it easier to communicate with clients and earn their trust
