The new solution will also offer Sterne Agee advisors to help their clients manage risk and reach their financial goals, while providing access to performance reports on accounts at Sterne Agee as well as aggregating accounts held away.
Using Portfolio Pathway, advisors can get flexible and customized billing system, as well as a branded client portal and consolidated household statements, which run quarterly, claims Sterne Agee.
The solution provides a document vault, which can be used to secure uploading of documents at the household, client group or account level, as well as a data conversion system which allows for the conversion of historical data from other systems.
The system also has numerous daily audits to detect potential errors and help assure data accuracy.
SAFS CEO Jay Carter said that Sterne Agee continues to expand its technology options to support both the Independent Broker/Dealer and the Registered Investment Advisor market segment.
