The 自行结算 Advantage at 凯时线上登录
凯时线上登录 executes trades quickly and efficiently from a single scalable, 自行结算, cost-effective platform. This saves you time and money, gives you access to a broad array of powerful 产品, 技术, 支持 solutions.
凯时线上登录 enables 顾问 to open 99.5% of common account types online and immediately start performing trades.
Save time and money with 自行结算 services
As a 自行结算 broker/dealer, your trades are completed quickly and effectively. In fact, because 凯时线上登录 is 自行结算, you can open 99.5% of common account types online, including most advisory accounts, immediately start performing trades.
All trades and operations are processed in a single location, eliminating third-parties and reducing costs by using a single sophisticated platform. Without the need for a third party to conduct trades, you’ll also save precious time to spend on other business-building activities.
与范围, 规模, 技术, extensive resources offered by 凯时线上登录, you’re in a competitive position to 支持 your clients’ evolving needs, 并建立, more lasting relationships.
Exclusive benefits. Increased potential.
Straight-through processing means you can be confident your trades will receive the priority handling they deserve. When you choose to trade through 凯时线上登录’s 自行结算 platform, you access resources like these, all designed to 支持 your business and benefit your bottom line:
- Free cost basis for all accounts
- Consolidated account statements, showing brokerage positions, 共同基金, the position of selected annuities held at the carrier
- Streamlined compliance procedures
- Automated trade credit for electronically placed trades
- Detailed administrative reports that keep track of trading 活动 and policy implementation
Cash and banking services
通过凯时线上登录, offer investors convenient access to cash, working capital management, banking services, credit card solutions.
Advisor platform tools
Streamline portfolio management, create dynamic client presentations, do more with advisor platform tools.