WealthStation Client Access
WealthStation Client Access facilitates information sharing with clients to help you deliver ongoing service excellence, and allows prospects to learn more about your services. The system’s trading, asset allocation and financial planning modules use your client’s integrated data, allowing them to test their own scenarios and collaborate with you on their investments. You set access levels and permissions for each client, and system-tracking tools allow you to see who used the system. Performing comparisons help you gain new perspectives on your clients.
Features
- Reinforces your brand, because clients and prospects sign on through your Web site
- Allows you to see client activity and perform comparisons of scenarios and data
- Gives clients access to your same WealthStation tools and capabilities
- Allows clients to view account statements, proposals and more online
- Trade stocks, options, mutual funds, and ETF’s
- Access real time quotes and market data
- View balances, positions, account history, tax lots, and executions in real time
Benefits
- Sharing and comparing analysis scenarios helps facilitate communication and collaboration
- Helps foster understanding and open conversations regarding accounts
- Adds another checkpoint for ensuring data accuracy
- Gives clients online access to their account information and proposals
- Provides another avenue to help reinforce your brand
Brochures & Datasheets
Related Products & Services
-
WealthStation
An integrated wealth management platform for client management, data aggregation, financial planning, investment management, asset allocation, trading, rebalancing and reporting.