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| US Processing Solutions >> Equities / Mutual Funds / Options >> Securities Industry Software |
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POSSE
POSSE, SIS's unique desktop application gives advisors access to a variety of sales, investment management and core back office applications. The intuitive design and seamless navigation provides a tool that is both easy to use and powerful. POSSE is delivered in a web browser with virtually no software required on the user's workstation, greatly reducing the program installation, management overhead, and upgrade processes for your firm's IT staff.
POSSE Screen Shots |
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Search for clients with current or projected income over a selected time period. |
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Analyze your clients' current portfolio performance and investment mix for new opportunities or improved performance. |
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Compare a client's current investments against a target model.
Apply a customized asset model to an account or household and develop a personalized plan for the client.
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Enter orders based on a desired asset model.
Access real-time quotes during order entry.
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