Adviser Workstation can easily consolidate client data from other investment tools.  Import client information directly from platforms and other systems to gain efficiencies by housing all client data in one secure platform.  This can save time and reduce errors by eliminating the need for manual data entry.

Seamless importing options are below, just select the platform, input your platform id & password and click Import:

Seamless Importing from Cofunds

Seamless Importing from Fidelity Funds Network

Seamless Importing from Old Mutual Wealth

Seamless Importing from Transact

Seamless Importing from 7IM

 

Importing a file from another system/platform/provider:

Importing from Excel – Current Holdings

Importing from Amber

Importing from Ascentric

Importing from Cazenove

Importing from Novia

Importing from Nucleus

Importing from Skandia (Old Mutual Wealth)

 

Importing a client’s full history of transactions can be done via either of the following:

Transactional Portfolio Importing from Microsoft Excel

Transactional Portfolio Importing from Transact

 

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