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| Securities Processing Solutions >> Canadian Processing >> Dataphile >> Advisor Desktop |
ProPhile®
ProPhile is the Dataphile Desktop's front office wealth management module. This fully integrated module provides a complete solution for Investment Advisors and Planners.
- Online Account Opening
- Account Management
- Portfolio Reporting
- A flexible, security accessed, user-driven reporting tool
ProPhile provides real-time summary and detailed views of client and account information, holdings, transaction history, and performance information.
The ProPhile module also provides integrated access to RapidPhireTM, allowing IA's to place mutual fund and equity trades directly from client accounts.
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The account management features of ProPhile include:
- desktop integration with Microsoft® Outlook and Excel
- client/account notes and reminders
- plan contribution and foreign holdings summaries
- nominee and client name accounts
- online cheque requests or EFTs
- unofficial and pro-forma accounts and holdings
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The portfolio reporting features of ProPhile include:
- multiple portfolio styles
- presentation quality full colour portfolios
- household account linking
- income schedule
- client consolidation
- portfolios with email functionality
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The ProPhile desktop includes online account opening and account KYC capabilities.
This module is custom developed for each firm based on their existing New Account Form and accounting opening workflow process. Account data is captured online once and client account documents are rendered in PDF format for ease of use and portability.
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ProPhile® OpenView, a flexible, security accessed, user-driven reporting tool where users can generate out-of-the-box as well as user defined reports.
- user Friendly Query Tool
- Microsoft® Office Integration
- real-time Reporting
- embedded Security
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