Broker Portal is an integrated suite of tools for managing the client acquisition and client relationship management lifecycle.
Use Broker Portal to access PortfolioAnalyst, a full feature portfolio management tool for quickly and easily consolidating financial information from any financial institution into a complete portfolio view.
Our Client Data Queries tool is integrated with the Dashboard and lets you generate reports to segment and analyze your client base. All reports are available in HTML, PDF or .CSV format and can be searched by:
Introducing Brokers use our Digital Account Management tools to manage client account applications, administer client accounts and coordinate client account funding.
Use our CRM to implement flexible fee structures, automate fee administration and provide dynamic fee management.