Interactive Brokers launches Advisor Portal

Maria Nikolova

Advisor Portal is Interactive Brokers’ new turnkey account management platform enabling advisors to manage clients and prospects.

Online trading services provider Interactive Brokers has recently launched the Advisor Portal, its new turnkey account management platform enabling advisors to manage clients and prospects.

Advisor Portal includes a free Customer Relationship Manager to manage the full client acquisition and relationship lifecycle. The CRM provides access from any desktop or mobile device, as well as the ability to store, view and update information about contacts, and easily manage funding transactions. Advisors can also manage client relationships with emails, notes, agendas, tasks, calendars and more. Advisors are also enabled to “drill down” to each client to set fees, view portfolios and run reports. They can also delegate user access rights by function and client account.

Advisor Portal is free to any advisor on the IBKR platform and includes access to PortfolioAnalyst, Interactive Brokers’ full-feature portfolio management system that easily consolidates information from any financial institution to help measure investment performance and risk. PortfolioAnalyst enables advisors to oversee clients’ accounts and manage investor outreach and engagement, as well as to monitor performance and distill portfolio level data to drive client engagement.

Advisor Portal also includes features for client notes, email, tasks and a calendar, and is mobile-friendly to let advisors manage clients from any desktop or mobile device.

Advisor Portal supports advisors of all sizes and can be branded with a firm’s distinctive identity.

Read this next

Executive Moves

Christine Kiener joins Saxo Markets UK as Head of Institutional Sales

“I have been very impressed by the strong track record, clear strategic pathway and ambition of the Saxo business. I am excited to start working with the team to further grow the institutional footprint which has been established in the UK.”

Industry News

CFTC charges Rathnakishore Giri with $12m Bitcoin ponzi scheme

“Identifying and policing fraud in these emerging markets may be difficult or delayed in light of the agency’s limited visibility in these markets”, said CFTC Commissioner Kristin Johnson.

Institutional FX

AbbeyCross raises $2.47m to develop FX market infrastructure for EM currencies

Many EM currencies are currently traded without full-price discovery, creating an unlimited compliance and regulatory risk.

Digital Assets

YouHodler enhances Multi HODL: faster rates and execution, lower fees

“We know some traders mentioned freezing issues when opening or closing a Multi HODL deal. Now, those problems are completely gone”.

Industry News

ASIC bans Funds United Pty director for six years

The six-year ban will prevent Ms. Hutchinson from controlling an entity that carries on a financial services business, and performing any function within the industry.

Inside View

Brave new world: Recruitment of fintech talent in the new UK immigration environment

In this article, solicitor Denise Osterwald outlines what UK businesses should do to attract top talent from abroad.

Digital Assets, Interviews

FX goes Crypto: Exclusive interview with BVNK’s Jonathan Cumberlidge

BVNK is the new name in the City of London. Co-founded by ex-TradFi Chris Harmse, Balfour Group founder Jesse Hamson-Struthers, and ex-TrueLayer George Davis, the firm provides a single platform to bridge fiat and crypto together. 

Digital Assets

AAX ranked world’s second largest spot exchange, only behind Binance

Crypto trading volumes experienced their first surge in activity since March as the majority of digital assets began their recovery from the recent grim price action, according to a new report by Cryptocompare.

Digital Assets

Bitpay teams up with Cardlytics to provide 15% cashback rewards

Crypto payment service provider Bitpay announced a partnership with Cardlytics Inc (NASDAQ:CDLX), which it says will offer more rewards for BitPay cardholders on its platform.

<