Advisor Desktop Solutions

Advisor Desktop

• Comprehensive account management for real-time balance, holdings, cost basis, activity information, and other account-servicing functions
• Global trading tools for complex options, contingent orders, basket trading, and block order and allocation
• Real-time view and reporting on cash positions, stock records, and order activities across an advisor's book of business, or an entire office
• Global multi-language, multi-currency, and multi-market capabilities to support a firm's international needs
• Integrated market data and research capabilities that can value portfolios in realtime

Investor Portal

• Real-time portfolio views, delivering on-demand portfolio insights
• Powerful trading capabilities, empowering investors to manage investment and trade globally
• Comprehensive servicing capabilities, enabling investors to manage funds or transfer money among brokerage accounts

Mobile Access

Mobile-ready retail wealth management tools

The platform features mobile capabilities to increase collaboration, optimize data management and deliver a uniform experience for advisors and investors on a single global platform:

• Mobile ready retail wealth management, delivering access anywhere, anytime
• Secure, multi-channel application enables portfolio and account management directly from smartphone or tablet, on the internet or via an app, on iOS or Android devices
• Customize access to deliver a unified brand-enhancing experience across channels and devices