A free and powerful client relationship management (CRM) tool for advisors on the IBKR Platform.
CRM
Dashboard
Portfolio
Analyst
Client Risk
Profile
ESG Impact
Profile
Client
Onboarding
Flexible Client Billing
Client Activity
Monitor
Soft
Dollar
Advisor Portal is an integrated suite of tools for managing the client acquisition and client relationship
management lifecycle.
Access from any desktop or mobile device.
Store, view and update information about your contacts.
Easily manage funding transactions.
Manage client relationships with emails, notes, agendas, tasks, calendars and more.
Drill down to each client to set fees, view portfolios and run reports.
Delegate user access rights by function and client account.
Use Advisor Portal to access PortfolioAnalyst, a full feature portfolio management tool for quickly and easily consolidating financial information from any financial institution into a complete portfolio view.
IBKR Client Risk Profile
A flexible risk scoring system to help you understand client risk tolerances and recommend client appropriate investments.
Submit a support ticket to our Financial Advisor Services team to enable this feature for your account.
The ESG Impact Profile helps you understand client preferences for socially responsible and impact investing. Let your clients select their personal investment criteria from 13 impact values and principles, including:
Clients can also exclude investments based on 10 categories:
Registered Investment Advisors use our Digital Account Management tools to manage client account applications, administer client accounts and coordinate client account funding.
Use our CRM to implement flexible fee structures, automate fee administration and provide dynamic fee management.
Our Client Activity Monitor (CAM) helps professional advisors quickly review all client activities, including order history and routing sequence.
Learn MoreAll investments involve risks, including the possible loss of capital.
www.mexem.com is a website owned and operated by MEXEM Ltd. MEXEM Ltd is a European broker regulated by CySEC, license No. 325/17.
Read our Forms & Disclosures.
Any advertisement or communication concerning the distribution of derivatives falling within the scope of the Regulation of the FSMA of 26 May 2016 governing the distribution of certain derivative financial instruments to retail clients is not addressed to the Belgian public.
* The bonus will be deposited on the trading account when a minimum of 50 trades have been executed.