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.
- Account Management
- Accounting Integration
- Compliance Management
- CRM Integration
- Custom User Interface
- Customizable Fields
- Customizable Functionality
- Customizable Reporting
- Data Import/Export
- eCommerce Integration
- Fund Management
- Internal Controls Management
- Legacy System Integration
- Mobile Access
- Multi-Currency
- Multi-Language
- Multi-Portfolio Management
- Mutual Funds
- Reporting
- Risk Management
- Software Development Kit
- Stocks Management
- 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