Innovative Professional Integrated Customizable Functional

Features
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White Label Platform

100% white label solution. Create your own customized client management portal. You can use your domain, logo, favourite theme color and customize their appearance. Our platform solution is seamlessly integrated with your web site, maintaining your look, feel and brand.

Your Brand, You own it.


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Advisor Dashboard

  • Account Overview
    Combine client IB accounts into a single view. Leverage our simple CRM system to maintain contact and grow your business
  • Client Support
    You can easily maintain records of conversations, correspondence, client directives and decisions for compliance purposes.
  • Statistics
    Quickly access the performance and account metrics that you and your clients care about.
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Reporting Portal

Simple, elegant reporting portal, consolidated view integrated with most of the major custodians
  • Reporting
    TradingFront portfolio management solutions include highly flexible reporting capabilities. Provide clients with simple, elegant reports on any device.
  • Communication
    Automated ticketing monitors allow you to track and respond to client queries.
  • Documents
    Display important documents, newsletters, and other materials to keep clients informed.
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Custom Robo Advisor

The TradingFront platform allows advisors to create more personalized investment plans, deliver more consistent advice and convert more prospects to clients.

  • Plug & Play solution
  • Risk Assessment
  • Portfolio Analysis
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User Onboarding

We have implemented Interactive Brokers' easy user account opening process. With a few simple steps, your clients can open an account on your website directly.

CRM

Our CRM system has everything you need to boost your sales, step up productivity, and manage all day-to-day activities.

  • Contact Management
  • Automated Workflows
  • Opportunity Tracking
  • Compliance Integration
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Schedule Meeting

Online booking feature helps schedule the meetings with your clients without the back-and-forth emails

Live Chat

What a better way to offer them help than through a quick chat on your website? It’s way faster than email and more efficient than phone. Don’t make your customers wait. Start chatting with visitors who need your help.

  • Real time chat
  • Client analysis
  • life time chat history backup
  • Compliance audit ready
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Compliance

All of our clients have access to our all-in-one RIA Compliance platform. The platform streamlines internal compliance operations and provides a customized online client experience.

  • Compliance Calendar
  • Checklists
  • Forms
  • Review Center

Analysis Toolkit

Provide a free toolkit to analyse financial statements. Designed for advisor who wants to track the account performance and strategy returns.

  • Performance Analysis
  • Strategy Comparison
  • Portfolio Optimization
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Open API

With the TradingFront API, we’re making it easier for developers to push our technology farther by creating their own apps to enhance and enable new workflows.

  • Restful API
  • Aggregated Transaction Data
  • Performance Report
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