Broker Portal is an integrated suite of tools for managing the client acquisition and client relationship management lifecycle.
Use Broker Portal to access PortfolioAnalyst, a full feature portfolio management tool for quickly and easily consolidating financial information from any financial institution into a complete portfolio view.
Our Client Data Queries tool is integrated with the Dashboard and lets you generate reports to segment and analyze your client base. All reports are available in HTML, PDF or .CSV format and can be searched by:
Quickly create and send partially or fully complete applications to prospects and use Broker Portal to monitor the client application process.
To find out more contact us at: firstname.lastname@example.org