Our Approach

approach_process_logo

Frameworks List

Frameworks are a combination of a research report and a deployment blueprint that outlines key requirements for the successful implementation of a particular feature, function, or product.

pexels-andrey-vasilev-2340720
  • Offer online trading
  • Online order entry and confirmation
  • Online brokerage account opening
  • Online position and balance display
  • Investor research
  • Screeners, tools, and calculators
  • Portfolio analysis
  • Portfolio management and rebalancing
  • Investor education
  • External account aggregation
  • Online self-service
  • Online order entry and confirmation
  • Online brokerage account opening
  • Online position and balance display
  • Investor research
  • Screeners, tools, and calculators
  • Portfolio analysis
  • Portfolio management and rebalancing
  • Investor education
  • External account aggregation
  • Active trader platforms
  • Advanced trade orders and confirmation
  • e-Document delivery
  • Single sign-on
  • Account linkage and viewing rights
  • Brokerage balance display
  • Mobile investing
  • News and editorial content
  • Retirement and planning centers
  • Online self-service
  • Active trader platforms
  • Advanced trade orders and confirmation
  • e-Document delivery
  • Single sign-on
  • Account linkage and viewing rights
  • Brokerage balance display
  • Mobile investing
  • News and editorial content
  • Retirement and planning centers
  • Mutual fund delivery (Self-Directed)
  • Fixed income delivery (Self-Directed)
  • Managed portfolio delivery (Self-Directed)
  • Brokerage product pricing
  • Hybrid advice and service
  • Mutual fund delivery (Self-Directed)
  • Fixed income delivery (Self-Directed)
  • Managed portfolio delivery (Self-Directed)
  • Brokerage product pricing
  • Bank product integration
  • Integrated transfers
  • Automatic investing plans
  • Account funding
  • Hybrid advice and service
  • Bank product integration
  • Integrated transfers
  • Automatic investing plans
  • Account funding
  • Brokerage sales sites
  • Text chat acquisition
  • Account opening processes
  • Auto principal
  • Account onboarding
  • Online investment account transfer (ACAT)
  • Advisor referrals
  • Bank branch investment sales
  • Establishing value propositions and market position
  • 3rd-party advertising
  • Marketing with internal properties
  • Text chat service
  • Client email management and secure messaging
  • Specialty service teams
  • Middle office teams and processes
  • Trade supervision
  • Disclosure delivery