Account Open.Account Management
by ASC
Opening a new investment account creates a contractual relationship with a client. ASC has developed an Account Open Platform that integrates to your Back Office seamlessly allowing the Advisor to generate agreements, capture signatures and associate all related documentation online in real-time. With Built In Business and Compliance Rules, the solution ensures accounts are opened correctly the first time, reducing "Spin" and allowing active trading to begin in hours versus days.
- Brokerage
- Compliance Management
- Core Banking System
- Credit Card Processing
- Custom User Interface
- Customizable Fields
- Customizable Functionality
- Customizable Reporting
- Data Import/Export
- Data Integration
- Investment Banking
- Lease Management
- Legacy System Integration
- Loan Submission Management System
- Mobile Access
- Multi-Branch
- Multi-Currency
- Multi-Language
- Offshore Management
- Online Banking
- Private Banking
- Reporting
- Retail Banking
- Securities Management
- Software Development Kit
- Transaction Monitoring
- Workflow Management
Available on the following platforms: Windows, Web Based, Mac, Open Source, Linux/Unix, Other
Support available: 24/7, Regular Business Hours, Online/Self Service