Asset Management Platform
Wealthscape offers one complete technology solution to efficiently manage your entire business, whether commission or fee-based. This revolutionary, online platform enables you to access account information, place orders and get the latest tools, quotes, news and research to allow you to perform your best.
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M&O’s flexible and efficient software allows Westminster to quickly and efficiently automate and track a variety of payout arrangements. Easily integrated with existing technology, the customizable software provides Westminster the ability to track sales, payouts, Gross Dealer Concessions, commissions and overrides. This system also includes security and two-level backup of all data and records for business continuity planning and disaster recovery.
eMoney is a data aggregator that allows clients to integrate financial assets including investment accounts, banking, credit cards, property, liabilities, and more in one simple solution. Investment advisors can work with clients using eMoney to meet their clients evolving needs to develop budgets, savings plans, retirement goals, and run ‘what if’ scenarios. This state-of-the-art system offers both simple and sophisticated planning solutions to help advisors identify their clients’ needs, objectives, and goals.
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Portfolio Center is a portfolio accounting software developed by Schwab Technologies that allows advisors to run detailed performance analysis for clients’ investment accounts. Investment advisors can use data from Portfolio Center to show clients account performance, investment allocation, and more in custom built, simple, and easy to understand presentations.