account aggregation & reconciliation across multiple custodial & brokerage platforms tax...
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![Page 1: Account aggregation & reconciliation across multiple custodial & brokerage platforms Tax lot accounting Full suite of customized ad-hoc performance,](https://reader036.vdocuments.us/reader036/viewer/2022062408/56649f1b5503460f94c309c2/html5/thumbnails/1.jpg)
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Account aggregation & reconciliation across multiple custodial & brokerage platforms
Tax lot accountingFull suite of customized ad-hoc performance, valuation, and cost basis reportsWeb based access with multiple log in levelsAdvisory fee notices, payable reports, & fee list uploadsHistorical Data Conversions
Core Services
Unique Services
Private-labeled statements posted online, printed, & mailed with video
Trade Order Management w/ FIXGIPS Compliant Composite CalculationsCompliance and Audit Report GenerationBusiness Metric ReportsWeb Service (API Integrations & Full Data Exports)Advisor Branded mobile apps (Apple, Android,
Windows Phone)SSAE Type II & ISO 27001 certified
Report Builder & ThemingSalesForce, Redtail, Junxure, Microsoft
Dynamics CRM integratedBox/Dropbox integration with portalsDisaster Recovery PlanAsset class customizationAdvisoryWorld analytical dataVideo Statements via EngageNew Accounts via DiscoverEmail campaigns via Deliver
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Equipping Your Practice with Necessary Technology Solutions
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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
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Implement More Effective Communication
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Integrations
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Open APIAnalytics & ReportsAccount AggregationCRMFinancial PlanningTrading
+ More
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