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Registered Investment Advisors

Do you also provide advisory services to your clients?  Our technology solutions allow taking action in multiple accounts very easy.  Not only can you allocate large numbers of shares across thousands of accounts at one-time, but you can organize by Portfolios (old basket trading) and manage the actual portfolio of the client easily.  If your advisory offers Robo Trading to the customer, our solution allows true Robo mode from account opening all the way to Portfolio purchase in the customer account.  Small accounts?  Not a problem, we support management of fractional share positions in accounts.  Our Re-Balancing tool is also very easy to use and allows the rebalance of the weightings of positions in portfolios very easy.