Key features
Data aggregation
Real-time collection and integration of data from over 200 financial institutions.
Portfolio evaluation
Detailed portfolio analysis with historical and predictive views of client assets.
Advanced reporting
Automated generation of customizable reports, including multiple rate of return (ROR) calculation methods.
Client asset management
Tools to track changes in client assets and portfolio performance over time, allowing agents to make informed recommendations.
Scalable design
Robust architecture to support thousands of agents and continuously growing data volumes.
Real-time data
Web services integration for real-time updates and communication with financial institutions.