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Getting Started for Financial Advisors

Trading Course
Level Beginner

This course will review the Advisor Portal, which is our free and powerful client relationship management (CRM) platform for financial advisors and RIAs. The web application serves as the one-stop destination to manage clients, run reports, view key performance metrics, funding, and more. Additionally, automatic billing, electronic client applications, and white branding are part of IBKR's turnkey solution for registered advisors.

The IBKR Advisor Portal offers Financial Advisors and RIAs an integrated suite of tools for Client Relationship Management (CRM) that are designed to help the advisor manage their clients’ and prospective clients’ information from a single platform. This lesson will review creating notes, assigning task workflows, storing documents, tracking calendar events and email integration.

PortfolioAnalyst ® is a powerful analytical tool housed within Advisor Portal that consolidates, tracks, and analyzes the portfolios, offering multi-custody solutions, advanced reporting, custom benchmarks, risk metrics, and powerful on-the-go allocation and performance analytics. This lesson will review how financial advisors can use PortfolioAnalyst to manage their clients' portfolios.

Interactive Brokers offers a solution for registered advisors to use their own banners for white branding purposes. White branding allows RIAs to display their own logos and company information on our Registration system, Client Portal, Reports, Trader Workstation and other materials. White branding is a great marketing tool that can give your customers the impression that you are offering a complete package of in-house trading tools and supporting products.

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