Easy to use application wizard to help your client have an awesome online experience.
- Easy online registration process for clients.
- Capture wizard to guide client or broker through online investment application. This includes verification and client identification processes.
- Client can login with access to accounts and reports. Transaction statements, asset exposure, returns.
- Online transacting with buy, sell switch and instruction/order history.
- Group transacting for easy administration of low value high volume business.
Link multiple investments to investors with real-time investment values and total portfolio values.