Growing your business isn’t just about growing your numbers. It’s about doing more with what you have now instead of adding more overhead. It’s about spending less time stuck at your desk and more time getting face-to-face with new clients. E*TRADE Advisor Services can help make that a reality.
With our technology, Liberty, you can lessen the effort and increase the impact of each task you perform. No matter what you need to accomplish, our technology platform helps you get it done in one complete solution. Not only can you make trades and rebalance your portfolio from many devices, but you can also create models, run performance reports, monitor reps, keep track of all your documents, automatically generate proposals for eSignature and much more.
The foundation of Liberty efficiency is model-based trading, which lets you easily calculate the trades you need to place in a matter of seconds. You can move quickly on market changes to provide the best possible services to your clients, helping you prevent the errors that can crop up from manual calculations — all without running up costs or adding new staff.
Each account can hold an unlimited amount of investment models, making it simpler to rebalance, track performance, and generate consolidated reports, while reducing the number of accounts you need to open and track. And of course, this allows you to better customize your clients’ portfolios and provide them with the best service you can.
Most rebalancing tools require you to import data and then export it to a custodian, which can slow you down and leave you with outdated information. With Liberty, you can rebalance in real time. You always have the latest data to help prevent over-drafted or under-invested accounts, and you can handle the entire rebalancing process in a matter of minutes, not hours.
No manual calculations, complicated spreadsheets, tracking execution rotations or third-party software fees. Just fast, accurate rebalancing in a single interface.
Analytics are invaluable when identifying the strengths, weaknesses, and trends of an RIA’s business, but pulling together the necessary data and making sense of it can be a full-time job. With Liberty, you can generate detailed reports at the firm, representative, or account level with just a few clicks. You’ll have all the information you need to help improve the growth and efficiency of your business, in a fraction of the time.
Growing your business is important, but if your expenses grow along with it, you’re not really gaining anything. That’s why we price our platform based on the assets your clients hold, not on transactions. With an asset-based custody fee, you get the freedom to make trading decisions based solely on the needs of your client. Whether your investors are fully invested or rebalanced regularly, your costs remain the same.