Sophistication. Re-imagined.
Our advisory technology.

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Your success as an advisor hinges on your ability to access crucial data about your practice and your clients’ portfolios. Simply put: You need data that is fast and accurate — and in a format that is simple to use.

Our best-in-class technology can empower the most complex financial practice. At the same time, it’s completely customizable to do exactly what you need.

What once took hours of programming can now be accomplished in only seconds with our user-friendly, drag-and-drop interface.

Look smarter by giving clients the exact information they need. Streamline your administrative workload by doing more in a fraction of the time. Manage your entire book of business within a single, integrated system.

 

Advanced performance reporting.
More data in more ways.

True time-weighted return. Internal rate of return. Simple rate of return. Realized gains and losses. Customizable time periods. Complete portfolio analytics — current vs. proposed. Monte Carlo simulations. Your ability to run reports empowers you to analyze your book or present client data almost any way you choose.

Your entire book of business.
In a single snapshot.

When you view your dashboard, you’ll see real-time data that gives you a complete picture of your entire book of business at any moment. You can customize your dashboard to see exactly what you need — top performance, top holdings, billing revenue breakdowns, book composition, top clients, and risk analysis, to name a few.

 

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Account aggregation.
See it all. In one place.

When it comes to your book of business, aggregation is key. Our advisory technology has the power to integrate all accounts and all business types into one central location. The advantage? It’s two fold. Your client sees his entire financial situation — and you see your entire financial practice — in one single snapshot.

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Drag & drop report builder.
The data you want. At any level.

Reports shouldn’t frustrate your clients — they should add value to your relationships with them. Our technology lets you build the exact report you need every time. Not only can you dictate the level of each report (account, household, book, etc.), you can also build standard parameters and customize them as needed — all within a user-friendly, drag-and-drop interface.

 

On-demand email reports.
Send now. Or schedule for later.

Instantly generate reports and send them to clients on demand. Or schedule it to generate later and send automatically at the frequency you dictate. Not only will the report show clients exactly what they want to see in a format they can understand, it is also be visible within the actual body of the email. No logins. No passwords. No hassle.

Automated quarterly statements.
Set it and forget it.

Once you set up a report using our drag-and-drop builder, simply change the settings to generate and email statements automatically. The technology does the work for you, so you don’t have to do anything at all. One of our top producers recently told us that multiple clients have told him, “This is the best quarterly statement I’ve ever received.”

 

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Automated fee billing.
No more spreadsheets. No more hassle.

You and your staff will love our automated fee billing process. It doesn’t just save you time, it essentially removes you from the entire process. We set it up and then run the entire process. No more spreadsheets. No more hassle. No more errors. You simply get paid.

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Branded client account access.
Your name. Your logo. Your setup.

We redesigned the entire client experience with you in mind. Now it’s your name and logo — not ours — that your client sees at every turn.  By increasing the visibility of your brand at every client contact, you improve their perception of your practice and solidify your relationships with them.

 

Complete
mobile freedom.

From the coffee shop. Or the clubhouse.

With our award-winning mobile app and the world-class mobile technology of our custodian partners, you can constantly serve clients on the go. Take advantage of the full flexibility to manage your financial practice from any smartphone or tablet.

Custom benchmarks and risk groupings.

Custom benchmarks
and risk groupings.

Analyze more efficiently.

Develop and assign clients to custom groupings by risk tolerance. Create your own benchmarks with the ability to select and blend multiple indexes. Then, each time you run a report, the system automatically pulls in the benchmark you’ve assigned to that client’s respective risk grouping.

 



For financial professional use only.
Streetscape is a registered service mark of FMR LLC and is provided by National Financial Services LLC.
Thomson ONE is provided by Thomson Reuters. Thomson Reuters is an independent company and is not affiliated with SCF Securities Inc or National Financial Services LLC.