We can optionally provide a client portal that your firm can link to from your website. Web users can be set up to view a configurable list of accounts that they are signatory on. Holdings, cash, transactions, and statements are all easily viewable. A version of the trading platform is available, with configurable trading routes and other compliance restrictions. Workflow instructions can be initiated by clients, reducing data entry transcription errors. Furthermore, a secure messaging system lets clients send any other instruction to you directly. All of this is presented using your brand and color scheme.<\/p>\n","protected":false},"excerpt":{"rendered":"
We can optionally provide a client portal that your firm can link to from your website. …<\/p>\n