Open Architecture

The Kovack Advisors Platform provides independent RIAs and Broker/Dealers a flexible, cost effective and technologically advanced advisory system. Our platform gives you instant access to state of the art advisor trading tools, world class institutional money managers and a full suite of administrative tools to meet all of your advisory needs.

Unlike most Turnkey Asset Management Programs that only offer a selection of managers and models, our system allows the individual advisor to create their own models for trading client accounts. Our system also allows the Independent Broker/Dealer or RIA the option of maintaining custody of their advisory accounts. Our system can be customized to your specific needs and requirements. Here are a few of the tools:

  • Advisor Directed Single-Order Trade Execution
  • Model Trading
  • UMA Accounts
  • Institutional Money Managers
  • Mutual Fund Wrap
  • ETF Wrap
  • Billing
  • Performance Reporting
  • Multiple Clearing Firms
  • Proposal Generation
  • Drift Reporting
  • Automated Account Reconciliation

  • Multiple Clearing Firms

    Kovack Advisors has the following Clearing Firms Available to our advisors.

  • Fidelity (NFS)
  • Pershing
  • Fidelity Institutional Wealth Services
  • TD Ameritrade

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    Copyright ©2017 Kovack Advisors, Inc.,
    6451 North Federal Highway, Suite 1201
    Fort Lauderdale, Florida 33308
    Call us at (954) 670-0617
    Email: info@kovackadvisors.com

     

    Check the background on this investment firm at the SEC's Investment Adviser Public Disclosure website.