Investor Access Solutions
Investor Access Solutions

You can offer your clients a sophisticated, content-rich online brokerage program—without the expense of developing your own platform.

NetExchange Client® allows you to provide anytime, anywhere access to account information—along with quotes, news, and research. You can enable clients to place trades online or limit access to information only. Easily customize your site's look and feel to promote your brand, or tailor the user experience by turning selected features on or off.

NetExchange Client makes it easy for your clients to stay connected online.

Benefits for Your Clients

  • Convenient, real-time account access, whenever and wherever they need it
  • Optional ability to place trades
  • Instant access to account information, quotes, news, and research
  • Optional telephone voice recognition and wireless capabilities
  • Ability to access brokerage account statements, trade confirmations, and online tax statements, eliminating the need for paper copies

Benefits for Your Firm

  • A self-service alternative for clients who demand 24/7 service
  • Access to a potential alternate revenue stream by capturing the current online trading of your clients
  • Fewer routine account inquiries
  • The simplicity and savings of an outsourced approach
  • Ability to incorporate your firm's logo and corporate brand elements
  • Support for both global and domestic requirements

Contact us to learn more about NetExchange Client.

 

Secure, green, and convenient

Offer your clients the ability to access their brokerage account statements, trade confirmations, and tax documents online. Increase personal security, reduce paper, and make their record keeping easier.