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Technology
Real-Time, Flexible and Easy to Use Technology Solutions
Correspondents have real-time access to all of their data all of the time
- Real-time data feeds for general ledger, portfolio management, commission and other third-party systems
- Comprehensive, integrated data management and analysis to manage mission critical information
- No archival of historical data; data is available from your first trade date
- Time independence: access data as of a specific date and time instantly
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Technology
Real-Time, Flexible and Easy to Use Technology Solutions
Comprehensive Reporting Capabilities
- Statements and Confirms
- Householding to link client accounts for simplified reporting in one monthly package
- Comprehensive review of investments
- E-mail notifications let you know when online statements are available
- E-confirms and multi-trade confirms
- Standard reports include:
- Management, branch and account executive
- Compliance
- Operations
- Inventory
- Cost basis
- Householding
- Requirements
- Additional reports can be customized to meet your needs
- Write and run the reports you need based on thousands of data points
- Query library has hundreds of additional reports to select from
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Technology
Technology solutions to meet the needs of your home office, branch offices, reps and clients
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CSS for Your Home Office and Branches
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- Real-time data
- Trade Entry – equities, options, mutual funds, fixed income, UITs
- New account opening
- Client documents and history
- Householding
- ActivityView for your incoming and outgoing ACATs
- Statements and confirms
- Compliance reports
- Management, broker and client reporting
- Contact Management
- Learning Exchange
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Technology
Technology solutions to meet the needs of your home office, branch offices, reps and clients
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BrokerView for Your Reps
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- Real-time data including buying power
- Trade entry - equities, options, mutual funds, fixed income, UITs
- BondPro
- Trade U.S. Treasuries, Municipals, Corporates, CDs, Agencies and Mortgages
- Access to one of the largest fixed-income liquidity pools in the U.S.
- Over 35,000 live offerings and more than 100 broker-dealers competing for your business
- Valuable decision support tools right on your desktop
- Client documents and history
- Householding
- ActivityView for incoming and outgoing ACATs
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Technology
Technology solutions to meet the needs of your home office, branch offices, reps and clients
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TraderView for Your Proprietary Inventory
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- Average cost accounting for realized and unrealized P&L
- Current day P&L by security
- Historical P&L by security
- Account totals by date range, trade date or settlement date and security
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Technology
Technology solutions to meet the needs of your home office, branch offices, reps and clients
| MyView for Your Clients |
- Client statements, confirms and 1099s
- Open orders
- Transaction history
- Trade entry
- Real-time, streaming and delayed quotes
- Real-time buying power
- Third-party research
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