WealthStation Investment Management
The WealthStation Investment Management module combines client profiling, asset allocation, investment selection, proposal generation, portfolio comparison, trading and rebalancing tools. Investment Management integrates many of the features of WealthStation’s planning, allocation, and trading products to provide you with a robust, integrated process for profiling, allocation, proposal, and rebalancing. By bringing these capabilities into a single platform and integrating your clients’ data, key information and tools become truly interconnected.
Features
- Spans client profiling through trading and rebalancing processes
- Delivers single-platform, Web access to multiple investment programs
- Allows access to proprietary and third-party solutions, including overlay management programs
- Includes full data integration and sharing between WealthStation modules
- Provides key prospecting and servicing tools needed to gather assets
Benefits
- Supports day-to-day activities dynamically
- Helps facilitate client discussions and make gathering assets easier
- Helps mitigate risk through sharing integrated data across applications
- Grows with your business via a scalable platform
- Facilitates real-time, advisor-client collaboration
Brochures & Datasheets
Related Products & Services
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WealthStation
An integrated wealth management platform for client management, data aggregation, financial planning, investment management, asset allocation, trading, rebalancing and reporting.
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Investor's View
Web-based software that integrates with regional bank, community bank and trust accounting systems.