Legent Investpoint Investor
Legent's Investpoint Investor provides a fully-customizable customer website incorporating comprehensive trading, market data, account monitoring, portfolio management and document retrieval functionality in a secure, user friendly format.
Home Page Features
- Market Indices
- Last Login Time
- Rep Information Display
- Account Overview Page
- Householding Capabilities
Quotes
- Delayed Quotes
- Real Time Quotes
- Delayed Option Chains
- Real Time Option Chains
- Real Time Watch list
Account Services
- My Records/ Account Information
- My Records/ Account Information
- My Records/ Account Information
- Account Agreements for Regulatory Agencies
- User Settings on Password Recovery
- User Customizable Settings
- Pop Up Messages
- Linking of Accounts for Household View
- Email Notifications
- Contact Us Page
- Online Help System
Advanced Quotes
- Market Snapshot
- Interactive Charts
- Streaming Quotes
Trading
- Equity Trading
- Options Trading
- Mutual Funds Trading/Exchanges
Account Information
- Real time Balances and Position Page
- Balance Summary
- Balance Detail
- Asset Detail Page
- Today's Gain/Losses
- Breakdown of Assets
- Real Time Order Status
- Real Time Complex Order Status
- Account Activity/History
- Portfolio Tracker with automatic Synchronization Ability
- Tax Lot Accounting with realized and unrealized gains and losses by asset type*
- Cash Flow Table
- Online Statements*
- Online Trade Confirms*
- Schedule D prefilled*
- IRA downloadable activity*
- 1099 Statements
Screen Shots
(Click on images for larger view)
