The Advisor Module provides tools including portfolio management, retirement advice, educational planning advice and investment tools in one place allowing advisors to spend less time working in applications. When everything they need is at their fingertips, advisors can spend more time advising clients and building the relationships that grow revenue in wealth management, financial planning and advisory services.
Vendor
VeriPark
Company Website
Wealth Management, Financial Planning, Advisory Services
The Advisor Module provides tools including portfolio management, retirement advice, educational planning advice and investment tools in one place allowing advisors to spend less time working in applications. When everything they need is at their fingertips, advisors can spend more time advising clients and building the relationships that grow revenue in wealth management, financial planning and advisory services.
Key Features
Investment Inquiries
- Portfolio List/Client Holdings
- Equity
- Mutual Funds
- Bonds
- Structured Products
- Portfolio/Client Holding Details
- Statement Download
- Securities Prices
Investment Transactions
- Buy/Sell Orders
- Cancel/Split Orders
- Block/Release Amounts for Trades
- Block Management
- Buy/Sell FX
- IPO/RI Subscription