INDEPENDENT FINANCIAL ADVISORS

DESCRIPTION

This module diminishes the administrative tasks of Independent Financial Advisors and provides to client professional and graphical reports. It consolidates a client’s portfolios even if they are held with different custodians in one system. It may even filter portfolios by financial advisor, by client or by bank. It calculates the performance of a client’s different portfolios, generates a detailed and consolidated breakdown of commissions and fees paid by each client. Those figures can be extracted and reported for further analysis.

You may even select to send electronically your single or bulk orders to your custodian bank and replicate the positions held in those banks without manually capturing them.