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- Superior Account Open Correspondent Services - OpenAdvantage simplifies data collection and generates personalized sales kits. A hallmark of OpenAdvantage is the use of dynamic questionnaires to ease data gathering and using the questionnaire responses to automatically populate multiple forms - eliminating duplicate data entry. Clearing firms may choose to offer their clients configurable questionnaires, forms, business rules and workflow.
- Simplify Delivery of Tiered Service Levels - OpenAdvantage can simultaneously support tiered account opening service levels ranging from generic account opening process for smaller correspondents to a completely custom account opening process for larger correspondents.
- Support Multiple Correspondent Business Models - OpenAdvantage enables efficient account opening for multiple sales channels including client self-serve account opening (e.g. on-line brokerages) and front-office client representatives teams (e.g. retail brokerages).
- Single Platform for All Correspondents - OpenAdvantage enables clearing firms to deliver account opening services to all correspondents from a single platform.
- Comprehensive Compliance and Audit Reporting - OpenAdvantage can produce a range of comprehensive compliance and audit reports tailored to meet the needs of each client.
- Streamline Processes with Document Archive - OpenAdvantage can be extended with Arius BarcodeAdvantage, a document imaging and management solution that enables rapid processing, fast retrieval, and centralized management of client document archives.
- Open Architecture - OpenAdvantage delivers an open platform able to integrate with back-office applications including e-signature, document management and book of record systems. |
