Advisor Software

Multiple Account Management Platforms

At Advisor WebStation we provide investment advisors with high-quality, customized online trading platforms. These platforms  can change for the better the way your business operates. By combining state-of-the art technology with a user-oriented interface, our platforms make portfolio management easier, faster, and more efficient for your clients. This improves the satisfaction of current clients, and allows you to direct additional attention to growth, expansion, and other areas of the businesses.

Advisor WebStation’s Platforms are designed to allow our financial advisors to:

• increase productivity
• operate more effectively
• reduce administrative and operating expenses
• affordably improve services to clients

Advisor WebStation’s Online Asset Management Platforms:

Standard Trading Platform

Designed to improve online communication between independent RIAs and their clients. Provides the RIA with all-hours access to retail client accounts, with the optional ability to place trades directly.

Premium Trading Platform

A customized online trading solution that allows an advisor’s clients to feel as though their transactions are being placed directly through their company’s own website.

Private Label

The Advisor WebStation Private Label trading platform lets independent advisor small and large provide their clients a full range of dynamic large-enterprise capabilities.