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Technology Overview
Online technology tools keep you on track and productive wherever you are.
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Consolidated Statements
Pulling information from product sponsors and the clearing firms, you are able to produce consolidated reports of all your clients’ assets.
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Online Trading
You are able to enter orders anywhere you have internet access through our online trading application.
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Back Office Link
Tracking commissions, maintaining blotters and opening accounts are just a few of the back office tools available through our online systems.
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Marketing Tools
We know that you continually strive to grow your business, so we provide you with pre-approved sales letters, newspaper advertisements and other materials to jump-start your marketing efforts.
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Branch Websites
We provide a turnkey, customizable website with a personalized domain name to all Investacorp branch offices.
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