Investment Advisor Services
Penson offers investment managers access to global markets, their choice of advanced trading systems and access to client data, giving them the ability to better compete in the marketplace.
Benefits of utilizing Penson’s Investment Advisor Services:
- Best execution
- International trading across multiple markets, asset classes and currencies
- Standard integration to performance reporting and CRM software solutions such as Advent and Performance Technologies
- Separate Managed Accounts (SMA) program
- Seamlessly integrated, state-of-the-art technology
- Trading and allocation
- Client relationship management
- Client portfolio and account access
- Customized reporting and end-client websites