Advisortrax™
A versatile eBusiness tool that can transform your business data into a powerful resource for your distribution network, Advisortrax helps you earn and retain advisor loyalty by leveraging the ease of use and simplicity of the Internet.
Advisortrax™ enables advisors to access their customer records, commission details, service fees and assets under administration (AUM) via the Internet. Each advisor is restricted to the information relating only to their specific book of business, so there’s no need to worry about unauthorized access to sensitive information. And with Advisortrax, users gain access to a customized eBusiness tool designed to bring added convenience to their job.
Advisortrax™ can be used to enquire about:
- Daily market and book values
- Investment gains and losses
- Current unit balances and fund prices
- RRSP, RRIF, LIF and RESP details
- Systemic Plan details for pre-authorized chequing and automatic withdrawal deposits
- Customer banking information
- Beneficiaries
- Tax form details
- Investor details
- Transaction details since inception
- Foreign content details
- DSC free unit information
- Commission history and details
- Service fee history and details
- Current assets under administration
Advisortrax™ also offers several interactive features designed to add ease of use and simplicity to your job. Plus, advisors can feel confident in the confidentiality of their data, because Advisortrax includes a host of security features to prevent unauthorized use.
