Key Benefits
Accurate Data Management
Automated or On-the-Fly Reporting
Expedite Commissions Processing
Key Features
Easily Process Trades
Place trades electronically. Interactive connection to FundServ to easily track trades through an automated workflow.
Full Reconciliation
& Complex Commission Payout Grids
You can even link advisor data from our WealthServ Insurance platform for a more comprehensive advisor ledger.
Efficient Compliance Tools
The back office tiered compliance module helps mitigate risk by identifying trades that need to be reviewed, and monitors compliance issues such as validation of broker license checks to safeguard against possible compliance problems.
Product Resources
