AddVantage Administrator Suite

AddVantage Administrator Suite delivers Web-based tools to help improve client tracking and relationship management.  It provides internet access to client portfolios and helps empower electronic communications with your internal and external constituencies.  You can further optimize client relationships through capturing meeting notes in each client profile and electronic storage of client specific documents. AddVantage integrates with other systems and links with standard office products, allowing importing and exporting of data.

Features

  • Grants administrators  real-time access to account activity and holdings
  • Provides integrated trading functionality with trade order systems
  • Includes capabilities to capture meeting notes for enhanced customer relationship management
  • Delivers account statements and customizable reports to clients and internal teams electronically
  • Links with external data feeds; compatible with standard office products

Benefits

  • Delivers a real time, detailed view of accounts to administrators  to help improve information availability and transparency
  • Provides for ease of usage and training via standardized browser based tools
  • Improves overall record of client history, which helps enhance productivity and clarify client expectations
  • Reduces mailing and notification costs through electronic distribution of statements and reports
  • Includes easy-to-use integrated workflow process to gain efficiencies

Brochures & Datasheets

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