Flexible Client Management for Advisors and Brokers
Advisor Portal
Combine database-driven client management with your own personal hub to manage your business.
Client Relationship Management Dashboard:
From a single point of access, manage your contacts through the entire lifecycle – from prospect to client.
- Store, view and update information about your contacts.
- Send online applications to onboard your contacts.
- Manage your relationship with emails, notes, agendas, tasks, calendars and more.
- Drill down to each individual client and set fees, view portfolios, and run reports.
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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.
Client Application Services:
Fully electronic applications coupled with automated solutions allow us to simplify your onboarding process.
- Apply online from responsive account management 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
