Increase client engagement and achieve greater business value

Enable advisors and investors to do advanced trading with comprehensive portfolio insight, while managing their investments based on goals, assets, and market data and research.

• Complete Account Management
• Advanced Trading Capabilities
• Book of Business Management
• Market Data and Research
• Goal-Based Portfolios
• Performance Reporting

Features

• **Investors can self-direct wealth management based on goals: **Investors can manage their entire household of accounts, view portfolios in real-time, fund investments or transfer money among brokerage accounts, and control multi-asset class trading globally.
• **Access anywhere, anytime: **Wealth management firms can offer a brand enhancing experience through any mobile device, meeting the real-time demands of advisors and investors.