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What we do for broker-dealer firms
|Streamline account sign-up and provide easy ongoing access||Enroll via the web or an advisor or even a centralized service center. Self-service day or night, or talk with a person.||Onboard clients in one meeting, give account access 24/7.||Onboard clients in a consistent, compliant way while lowering onboarding expenses via fewer errors and low value calls.
|Goal-based approach||Identify and formalize goals, track progress, and update goals as they change.||Use client data to uncover incremental assets, aggregate assets, and create stickier assets. ||Facilitate a goal-based dialogue, deepening relationships with clients.
|Serve smaller clients at scale||Access suitable strategies with a smaller initial investment.||Expand offering of suitable investments for smaller accounts, focusing more time on high-revenue clients.||Improve profitability of serving smaller accounts with lower expenses and investment strategies specifically designed for smaller digital accounts.
|Retain family assets across generations||Associate a modern digital investing experience with the brand.||Extend reach to new client segments.||Expand your client base and build your brand with a new audience.
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