ProVisor Wealth capabilities include:

• Relationship householding
  
  
• Client account view
  
  
• Integrated account opening workflow
  
  
• Customized Proposal generation
  
  
• Advanced order management
  
  
• Communication manager
  
  
• Portfolio accounting reporting
  
  
• Portfolio management
  
  
• Enhanced trade order management
  
  
• Trust estate planning
  
  
• Performance reporting to meet new regulatory requirements
  
  

Benefits for wealth management advisors:

• Automated Asset Allocation
  
  
• Recruit and retain high performance advisors
  
  
• Increase operational efficiency
  
  
• Improved relationship management
  
  
• Consolidate technologies
  
  
• Reduce administrative costs