Brokerage Service Solution

Broking service solution is mainly devoted to building a revolutionary brokerage service platform for prime securities firm. It mainly serves the brokers (investment advisor) as well as brokers and investors. The system will become the working platform for the brokers (investment advisor) and the wealth management platform for the investors, connecting with all the accounting systems (securities, fund and bank) to reinforce the integrated development of the broking service.

The system provides brokers (investment advisor) with:

Relationship Management

Investment Account Information

Online Trading

Market Data

Financial Planning

Daily Advisor & Cross-Selling Tools

The system provides investors with:

Comprehensive Account Access

Personal Assets Management

Financial Planning Tools

Asset Allocation

Cross-Selling * Advisory Tool

Account Aggregation

Client-side Online Trading

Real-time Market Data and News

Third-party Research Information

Market and Portfolio Alerts

Advisor/Client Collaboration

Document management