Integrated Broker Workstation: ProVisor^®

ProVisor is a multi-functional, web-based broker desktop productivity application that offers financial advisors and other sales personnel access critical portfolio management including:

• Real-time tax lot updates
  
  
• Contact management capabilities
  
  
• Automated online order entry
  
  
• Market data
  
  

ProVisor benefits:

• Improve productivity through its integration with Ridge Clearing & Outsourcing's BPS securities processing engine, streamline a firm's operations in the back office
  
  
• Variable pricing model based on number of users and includes all application implementation and maintenance
  
  
• Simple filing of information with context passing capabilities
  
  
• Customizable branding options with entitlement based menu bar
  
  
• Automated account opening
  
  
• Easy to sort and export information
  
  
• Integrates with Microsoft Outlook
  
  

Key Application Functionality

Items for attention – provides a single source of actionable information and allows advisors to address issues and act upon opportunities

PDF Reports – enhances your customer service by providing electronic, private-branded and printable PDF reports. Reports include:

• Customer overview
  
  
• Positions and asset allocation
  
  
• Gain / loss report
  
  
• Closed lots current year
  
  
• Closed lots previous year
  
  

Maturing and Expiring Assets – provides a comprehensive view of all accounts that have options or fixed income positions that are maturing or expiring.

Cash Management Tools – allows reps to manage cash transactions from the desktop and enables the back office to manage and approve requests.

Outside holdings – provides the ability to maintain a full view of your client’s assets.