Account Management
The Account Management feature allows you to view and search through your client
accounts in a number of simple ways.
Account Workbook
The Account Workbook lets you view and manage all aspects of an individual account
from one location.
Account Records
Account Records is a centralized location to view and manage all of your client
account documents.
Research
eCustody provides you with market data, quotes, and news to help you make decisions
with ease.
Model Trading
Model Trading is a powerful feature that allows you to build Model Portfolios that
can be applied to one or more client accounts.
Position Trading
The Position Trading screen lets you quickly sell all or part of a security, or
exchange it for another.
Power Trading
With Power Trading you can perform trades on a group of accounts in one simple operation.
Block Trading
With Block Trading you can purchase blocks of stocks, options, or mutual funds in
an average price account and later allocate them into individual client accounts.
Basket Trading
Basket Trading allows you to create and review orders before you submit them.
Reports eCustody provides a large number of
reports that will help you manage your client's accounts and your practice.
Fee Processing
The eCustody Fee Processing feature makes it easy for you to process fees in a timely
manner.