Advisor - Interactive one stop desktop application

Capital Market Solutions developed Advisor to assist retail advisors increase productivity, improve customer service and reduce IT overheads. Advisor is an intuitive and easy to use browser based application which combines an order entry pad with real-time client data and market information. This single multi- function desktop application offers comprehensive compliance features to record contact and advice.

The user friendly tools makes entering orders and tracking activities simple. Advisor offers solid control of client data and records of advice. The advanced functionality includes portfolio holdings; cash balances and transaction history; online portfolio valuation; and the ability to capture advice and Basis of Recommendations.

Advisor offers easy access to client relationship details and trading history. Know your Client (KYC) data; order management and routing; and flexible search facilities provides advisors with the latest client information.

For further information on Advisor please view our online brochure.