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Our platform provides advisors with the most advanced technology available in the industry. All advisors are given a web based platform to monitor all their advisory assets.

Technology Highlights

  • Online Access- Through our web portal you can view all your account balances, positions, client data, total number of accounts and assets under management.
  • Billing - Client accounts are billed quarterly in advance. Our billing system valuates all client accounts at quarter end and advisors are paid in the third week of the quarter. We also bill new accounts and asset deposits on a monthly basis.
  • Proposal Generation – Advisors can create custom proposals for UMA accounts that include an Investment Policy Statement.
  • Performance Reports – Quarterly Performance Reports and Ad-Hoc Performance Reports are easily created by the advisor. All reports generated by our system are client approved.

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