Client Management

Complete Client Data Management

Great portfolio management begins with great client management. Our easy-to-use client onboarding process lets compliance managers track vital Know Your Client information and store account documents and scanned identification for easy access. Multiple client accounts can be created and these accounts can share purchasing power. Client types determine which transaction fee, margin interest and commission schedules are applied. And every client has a list of authorized signatories and the number of signatures required for certain instruction types.