Advisor Desktop Solutions

Digital wealth management for advisors and investors

Empower your advisors and investors to manage their investments across the investment life cycle, including account servicing, transactions and portfolio insight. Our solution transforms the wealth management experience, strengthening long-term relationships and increasing profitability.

Increase client engagement and achieve greater business value

Enable advisors and investors to do advanced trading with comprehensive portfolio insight, while managing their investments based on goals, assets, and market data and research.

Complete Account Management

Advanced Trading Capabilities

Book of Business Management

Market Data and Research

Goal-Based Portfolios

Performance Reporting

Investors can self-direct wealth management based on goals

Investors can manage their entire household of accounts, view portfolios in real-time, fund investments or transfer money among brokerage accounts, and control multi-asset class trading globally.