Flexible Client Management for Advisors and Brokers
Advisor Portal
A free and powerful client relationship management (CRM) tool for advisors on the IBKR Platform.
Client Relationship Management (CRM)
Advisor Portal is an integrated suite of tools for managing the client acquisition and client relationship management lifecycle.
- Access from any desktop or mobile device.
- Store, view and update information about your contacts.
- Easily manage funding transactions.
- Manage client relationships with emails, notes, agendas, tasks, calendars and more.
- Drill down to each client to set fees, view portfolios and run reports.
- Delegate user access rights by function and client account.
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PortfolioAnalyst
Use Advisor Portal to access PortfolioAnalyst, a full feature portfolio management tool for quickly and easily consolidating financial information from any financial institution into a complete portfolio view.
- Oversee clients' accounts and manage investor outreach and engagement.
- Monitor performance and distill portfolio level data to drive client engagement.
- Provide 24-hour customer access to account data, all from a single interface.
- Create proprietary indices or use our Performance Attribution report to quickly understand risks and returns.
- Access Portfolio Checkup, a dynamic tool for transforming portfolio data into powerful analytics, and Fund Parser, which allocates ETF or mutual fund holdings by sector, geography and asset class for a whole portfolio view of exposure.
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IBKR Client Risk Profile
A flexible risk scoring system to help you understand client risk tolerances and recommend client appropriate investments.
- Assess client risk tolerance, need and capacity to find the right mix of investments for each client.
- Our customizable questionnaire and scoring system lets you align the Profile with how you run your firm.
- Full integration with TWS lets you quickly move from gathering information to investing client assets.
Submit a support ticket to our Financial Advisor Services team to enable this feature for your account.
Integrated Client Onboarding
Quickly create and send partially or fully complete applications to prospects and use Advisor Portal to monitor the client application process.
- Apply online from the Advisor Portal Dashboard.
- Develop your own customized account application experience with Application XML.
- Migrate a client base of any size from an Excel workbook with Mass Upload.
To find out more contact us at: salesengineering@interactivebrokers.com
Flexible Client Billing
Use our CRM to implement flexible fee structures, automate fee administration and provide dynamic fee management.
- Invoice clients for services rendered using automatic billing, electronic invoicing or direct billing.
- Fee structures for charging clients include percent of net liquidation value, blended fees, flat fees, percent of P&L, performance fee threshold or high-water marking.
- Assign client fees to individual accounts or use client fee templates to apply fees across clients.
- Charge client commissions to your master account or easily reimburse fees to client accounts.
