TradingFront, a technology platform for RIAs, has launched an integrated white-label advisor and client platform in collaboration with Interactive Brokers.
With the new platform, TradingFront seeks to deliver a better technological experience to the RIAs who are looking for low-cost digital alternative.
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The new platform leverages TradingFront’s expertise in the RIA industry and Interactive Brokers’ trading infrastructure and custodial capabilities.
TradingFront founder Yang Xu said: “We see the challenges and business disruption issues occurring for RIAs from the looming custodian consolidation in the industry, along with mounting complexity and costs of technology integration.
“Advisors today need an efficient, digital platform to engage their clients and prospects, while driving productivity from a unified tech stack built directly into a custodian that doesn’t compete with them.”
RIA’s can use the system for digital account opening, trading, rebalancing, CRM, performance reporting, data aggregation, reporting and client engagement platform to power RIA growth and profitability.
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By GlobalDataXu further added: “TradingFront will provide reliable tools to better serve clients and optimise RIAs’ daily processes, and these tools are designed to help strengthen and grow their business.
“As an example, our white-label digital onboarding experience enables RIAs’ clients to self-service and, paperlessly submit a brokerage account application in minutes with timestamped Investment Management Agreements, ADVs and other documents – saving advisors hours of time, while delighting their clients through an elegant digital experience.”
