Automate & Streamline Account Opening

Key Benefits

Provides a comprehensive experience for the advisor and client

Allows you to start opening accounts within a few months

Migrates your business to a paperless environment

Key Features

Multiple Product, Custodian & Clearing Firm Support

Brokerage, Advisory, Annuity, Alternative Investments, and Direct Mutual Funds, Multiple Custodians, Clearing Firms and Self-Clearing Platforms

Account Funding Instructions

Set up standing banking instructions and fund the account(s) with ACH money movement or Security Transfers as part of the integrated process

Enforcement of Regulatory Compliance

CARES ACT, Patriot Act, Reg BI, KYC, as well as firm policies and procedures

Product Resources