To help you manage your client relationships, Client Center integrates information from more than 30 different systems, including CRM, and Client Reporting. You can search for clients based on relationship name, client name or account number. Advanced Search lets you create customized lists of your accounts based on attributes you select.

Create your own customized workspace by choosing what information is displayed and in what order.

Client Center provides a relationship view so you can see and access all of your client’s accounts at once.

The Account Summary provides a total portfolio value and direct access to analytics and performance reports.

Holdings provides details and allows you to group your client’s assets.

• You can drill down to find the history of individual holdings, including purchase date and tax lot information.
• Placing trades is easily accomplished with a simple right-click on individual line items.

History allows you to create dynamic views of activity in your client’s portfolio by using the data, symbol and activity type to quickly find the information you need.

• For example, you can use the activity filter to answer common questions such as “How much did I receive in dividends last month?”

Client notes are at your fingertips. You can enter new notes as well as view all notes you or anyone on your team has entered.

Dynamic charting gives you instant access to asset allocation, value history, fixed income information and equity sector composition.

See what the firm is sending your clients and which clients use electronic delivery for their documents. Access statements, confirms, tax reports, inserts and other correspondence.

Click the account name in Client Center to review detailed account information such as agreements on file, beneficiary details, investment objectives, standing instructions, and retirement contribution and distribution information.

Client Center makes it easy to create client-approved reports in PDF or Excel format.

• Quickly generate multiple client reports
• Create customized cover pages
• Edit and save report settings for your entire book or set preferences for individual client accounts

Client reports include; executive single page, account summaries, expected income, contribution and withdrawal, performance, and portfolio allocation, composition and diversification.