Branch Advisor

Branch Advisor teaser

Wealth Management, Financial Planning, Advisory Services

The Advisor Module provides tools including portfolio management, retirement advice, educational planning advice and investment tools in one place allowing advisors to spend less time working in applications. When everything they need is at their fingertips, advisors can spend more time advising clients and building the relationships that grow revenue in wealth management, financial planning and advisory services.

Key Features

  • KYC icon

    Investment Inquiries

    • Portfolio List/Client Holdings
    • Equity 
    • Mutual Funds
    • Bonds
    • Structured Products 
    • Portfolio/Client Holding Details
    • Statement Download
    • Securities Prices
  • Account Management icon

    Investment Transactions

    • Buy/Sell Orders
    • Cancel/Split Orders
    • Block/Release Amounts for Trades
    • Block Management
    • Buy/Sell FX
    • IPO/RI Subscription

Branch Advisor - Screenshots

Request a live demo

Request a live demo and let us show you how VeriPark's Advisor solution provides tools including portfolio management, retirement advice, educational planning advice and investment tools in one place allowing advisors to spend less time working in applications.