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Advisor Channel
Your Portfolio Modeling, Re-Balancing & Analysis Software


Advisor ChannelAccount ManagerAdministration ToolsAccount UpdateClient AccessDaily e*StarManaged OpportunitiesManagement ReportsMy WebsiteNon-Brokerage Order EntryOnline Answer CenterOnline FormsPlanning ToolsSA BrokerSecure Message CenterSupervision Tools

Advisor CHANNEL® is software specifically tailored for the registered investment advisor. It is an analysis, trading, and reporting system encompassing order entry, portfolio management, and account management funtions. The Account Manager module of Advisor CHANNEL® provides electronic order entry for mutual funds, stocks, and options. The Allocator Pro module is an order management and account analysis system that's used in conjunction with Advisor CHANNEL® Account Manager.






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