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.

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