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Account Lookup PowerPoint PPT Presentation

Investor Account Lookup Online Trading Client Access Account Overview Gives clients an overview of their portfolio/household Rep Information Clients rep contact information Firm News Firm controlled messages to specific clients or client groups Graphs Graphical overview of account

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Account Lookup

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Presentation Transcript


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Investor

Account Lookup

Online Trading

Client Access


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Account Overview

Gives clients an overview of their portfolio/household

Rep Information

Clients rep contact information

Firm News

Firm controlled messages to specific clients or client groups

Graphs

Graphical overview of account

Indices

Overview of Market Indices


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Choose from the menu of actions

Buy

Stock Trading

Simple trade form with customized business rules

100

IBM

Choose from the menu of Order Types

Choose from the menu of Time In Force Options


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Trade Overview

Gives clients an overview of the trade

In addition, give clients a

choice of execution notification


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Options Trading

Buy/sell options

Buy To Ope

Choose from the menu of actions

50

IBM

Choose from the menu of Order Types

Choose from the menu of Time In Force Options


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Complex Options Trading

Buy/sell complex options with simple strategy explanation along side to assist


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Complex Options Trading

After selecting strategy choose options


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Complex Options Trading

Order execution confirm


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Buy

Choose from the menu of actions

Mutual Funds

Buy/Sell/Exchange Funds

10

IBM


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Balances & Positions

Detailed overview of all balances & holdings

Print/Refresh Page/Download to Excel

Click on any security from any area within Investor and a pop-up allows you to trade or get quotes, charts, news, company profile


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Order Status

Detailed overview of the status of all transactions within clients account

Quickly modify or cancel Open Orders


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Account Activity

Detailed overview of all transactions within clients account.


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Portfolio Tracker

Detailed overview of client portfolio


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Portfolio Tax Lot Summary

Client can view realized and unrealized gains and losses


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Projected Cashflow

Automatically calculate future cashflow based on holdings in your portfolio


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Quotes

Unlimited delayed or real-time quotes


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Historical Quotes

Unlimited detailed historical quotes


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Detailed Quote

Detailed quote and graph of any equity


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Last 30 Trades

Detailed listing of clients last 30 trades


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Company News

News listings on any company


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My Records

Allows clients to view account information.


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At Legent Clearing, one size doesn't fit all.  We distinguish ourselves from the others by providing flexible, customized solutions for your unique business needs.  We understand how hard you’ve worked to differentiate your firm from other broker-dealers and carve out a successful place in the financial industry.  Why settle for a system that just doesn’t match your needs and costs you more than it should?


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