Customer management

Your brokers and advisors can easily manage their customers by viewing their activity like positions and orders. Advisors can send messages to customers within the platform and conduct advisory that is automatically documented. Stay up to date in real time with your customer positions and outstanding tasks in order to give the best possible service. Brokers and advisors can create orders and transactions for customer accounts where they have power of attorney.

Keep track of new activity on your dashboard

Use the dashboard to keep track of the most recent and urgent activity for customers that are managed by brokers and advisors.