Advisor CHANNEL integrates seamlessly with your choice of portfolio management, record keeping, financial planning and order management systems, providing a solution that fits your business model. It also provides scale to your operations by allowing streamlined straight-through processing. By automating your equity, options, mutual fund and retirement account trading process, Advisor CHANNEL helps bring greater efficiency to your operations.

Advisor Channel - Adobe PDF Download

If you would like to learn more about Advisor Channel or to receive a demo,
please contact  Adam Erickson or call 800-971-2440.