Ensuring your firm is well positioned to onboard new advisors and their clients quickly, manage portfolios effectively, and engage a new generation of investors is critical but harder than ever. Swivel chair syndrome, dealing with multiple, fragmented systems, is costly and time consuming leading to reduced efficiency as well as investor dissatisfaction.

Linedata’s OMS and trading solution for wealth managers helps you meet these challenges head on. Modern, web-based tools enable advisors to monitor portfolios with a top-down view of business and streamline workflows by introducing actionable dashboards and exception-based alerting to direct them to areas of attention and empowering them to quickly implement informed decisions.