Aggregated Holdings

Use AdvisorOp to show all client holdings in a single report, including custodian accounts, subscription-based accounts, unmanaged accounts, annuities and insurance contracts.
With AdvisorOp you can augment holdings from the portfolio management system with:
  • Annuities
  • Insurance Contracts
  • Outside/Unmanaged Holdings
  • Any other holdings that you decide to maintain in AdvisorOp