Wealth Management Technology

Connectivity and Business Process Management solutions that enable you to better control and scale your wealth management firm.

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Powerful Enterprise Solutions

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import_contacts

Leverage Your CRM Data

Connect your CRM and automatically populate new account applications and other forms.
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account_balance

Aggregate Client Holdings

Include annuities and insurance contracts together with investment accounts.
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fast_forward

Streamline Account Opening

Control documentaton, e-signature and transmission of new account data to the custodian all from within AdvisorOp.
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calendar_today

Track Required Minimum Distribution

Incorporate custodian data to efficiently track RMD without spreadsheets.
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notification_important

Monitor Client Accounts

Ensure that client portfolios are within their risk tolerance. Monitor cash balances and large household balance changes.
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login

Provide Clients With Logins

Give clients access to your own branded system containing portfolio holdings, performance, reports and statements on desktop and mobile devices.
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meeting_room

Engage With Clients Virtually

Schedule meetings, prepare and share documents, meet with clients online, and capture notes all from within AdvisorOp.
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groups

Manage Your Client Service Team

Assign account related tasks to team members and track progress.
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search

Efficiently Search For Information

Quickly search the system for households, clients, accounts, managers, products and securities.
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house

Gain Oversight Of Your Firm

Track AUM growth at the advisor and firm level. View top households and holdings.
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