Is Advisors Office Right for Your Company?

Advisors Office provides better access to information so Advisors can gain deeper insight and take more effective action.

Large or small, you want the ability to run your office your way – but without spending a lot of money to do it. Advisors Office software allows you to take your business to the next level. Now you have more choices, more possibilities for the future. The Advisors Office System is a suite of personal productivity programs, encompassing solutions to a wide array of business problems. Integrating common-sense design with results-driven technology, Advisors Office provides the building blocks to:

Improve an organization's ability to anticipate, manage, and respond to changes in the market place.

Enable your employees to work together with speed and agility.

Improve individual productivity and enable more business users to contribute in increasingly demanding environments.

Product Overview

Client Relationship Manager – Client Profile, Calendars, Client Meeting Notes, Categories, Net Worth & Cash Flow Statements.

Task Management with Archiving – Task Notifications & History Logs (Trading, Office Procedures, and Client Meeting Notes).

Daily Data Updates – Transactions, Positions, Security prices, Client Account Updates.

Daily Transaction Scrubbing – Complete Data Validation Utility.

In Depth Reports – Client & Company Performance, Allocation , Cash Flow, Net Worth Trading Reports and More.

Auto Trade Generation & Confirmation – Sophisticated User Friendly Trade Creation, Confirmation, and Rebalancing Tools for Individual and Block Trading.

Fee Management – Easy Fee Generation Tool.

Electronic Document Vault – Simple and Secure Paperless Storage Solution.

Virtual Office Option – Secure Offsite Data Hosting and Backup.