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Technology Solutions for Investment Professionals


TTS Link Broker Workstation
Investpoint Professional

 

TTS Link Broker Workstation

TTSLink provides financial professionals with an intuitive and comprehensive front office workstation that assimilates real-time market and customer account information into a powerful and intelligent portfolio management resource. TTSLink is a broker information system that provides account-related client and security data (balances, holdings, positions, etc.), order entry capability, and access to your firm’s inventory offerings.

It allows brokers to track and analyze commission information, calculate commissions and bond rates, and generate pre-defined reports for themselves and their customers. Integrated with Thomson ONE in a familiar Windows®-based format, TTSLink allows financial professionals to work faster, easier and more efficiently than ever before.

Better Information
TTSLink is designed with user focus, using an intuitive workbook presentation style.
Financial advisors have real-time access to client, security and market information, all at the click of a mouse, including:

Better Decisions
Customers expect more from their financial advisors, and you expect more from your tools to manage your business. TTSLink facilitates better decision making through its unparalleled capabilities:

Better Integration
TTSLink is seamlessly integrated with Thomson ONE, providing financial advisors
everything they want in an information system. While viewing a customer’s holdings, you can easily view real-time market activity and data, request a quote, display a chart or access company and market news. TTSLink also leverages Thomson Transaction Services’ single data source, assuring you a true integrated
front office solution to effectively manage your business.

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Investpoint Professional

Legent Clearing offers Investpoint, a robust and innovative front-office broker workstation with extensive capabilities.You can grow your business and provide superior service to your clients by accessing this powerful, browser-based solution from the industry's leading provider.

 

Legent Investpoint: A Powerful, Browser-Based Solution

The Different Investpoint Packages – Technology Made to Match Your Business

Silver Level: A reliable software tool for placing trades and accessing account information.
Who would benefit: Investment professionals who need a basic, lower-cost broker workstation and who do not require reporting or advanced functionality.

Gold Level: Innovative functionality such as customized reporting and advanced trading capabilities.
Who would benefit: Investment professionals seeking to leverage technology that can help them efficiently manage and grow their businesses.

Platinum Level: The most extensive functionality available, including portfolio rebalancing, performance reporting and block trading, all fully bundled into one robust front-office software tool.
Who would benefit: Financial professionals with high-touch services, advanced requirements, or office management or supervisory responsibilities.


Investpoint Users Key Features of Interest

Full-service sales reps

Equity and option trading, account management, basket trading

Independent reps

Book reporting, trading, market data

RIAs

Performance reporting, portfolio rebalancing, client reporting

Licensed bankers

Mutual fund trading, account management, snapshot quotes

Supervisory managers

Office level reporting

Money managers

Block trading, asset allocation

Sales assistants

Shadow access, electronic account opening, reporting

Clients

Account access and review, trading, E-documents retrieval



Investpoint Packages Features Comparison

Feature: Snapshot Quotes

Platinum

Gold

Silver

Real-time quotes

Delayed quotes

Real-time option chains

Delayed option chains

Real-time watch lists

Delayed watch lists

*Please note that real-time quotes are available upon request.  Additional fees may apply.

Feature: Trading

Platinum

Gold

Silver

Stock trade

Option trade

One-click cancel

Modify orders

Beta order numbers

Books and records compliance

Mutual fund purchase

Mutual fund exchange

Breakpoint compliance fields

Commission overrides

 

Feature:  Real-Time Account Information

Platinum

Gold

Silver

Real-time basket status

Pop-up executions

Real-time open orders

Real-time executions

Real-time UR outs

Real-time balances

Real-time positions

Positions marked to market

Asset allocation

Bar charts

Pie charts

Real-time activity

Unrealized tax lots

Realized tax lots

Automatic schedule D

Short/long-term gain calculations

Sector distribution of portfolio

Projected cash flow

Cash flow drilldown

Previous month’s cash flow

 

Feature: Statement/Tax Documents

Platinum

Gold

Silver

Electronic confirms

 

Feature:  Account Maintenance

Platinum

Gold

Silver

Account wizard

Customer name and address

Document center

Household aggregation

Household creation

Tax ID search

Short name search

View all accounts

Edit preferences

Password changes

Email notifications

Fax notifications

Voice notifications

Group creation

 

Check request

 

 

Check request status

 

 

Electronic account opening

 

 

ACH status

 

 

Bank profiles

 

 

Add ACH request

 

 

Outlook contact creation

 

 


 

Feature: Navigation and Interface

Platinum

Gold

Silver

Information wizard

Dynamic presentation layer

Pulldown cascading menus

Symbol lookup

Account type auto selector

Download to excel

Printable screen formats

Pop-up calendars

 

Feature: Reports

Platinum

Gold

Silver

Commission report

 

Stock record report

 

Moneyline report

 

 

Open orders report

 

Activity report

 

Trade blotter

 

Advanced report filters

 

Report column reordering

 

Stationary headers

 

Group drilldown reports

 

 

Fixed format reports

 

 

Collapsible data elements

 

 

% of holdings positions report

 

 

% of MV positions report

 

 

Filter positions by security type

 

 

 

Feature: Advanced Trading

Platinum

Gold

Silver

Basket trading

 

Percentage order entry

 

Quick order entry multiple trade

 

Power trading

 

Easy click sell off

 

 

Easy click open order cancel

 

 

Block/bunched trading

 

 

Inventory trading

 

 

Trailing stops

 

 

 

Feature: Complex Options

Platinum

Gold

Silver

Spread

 

 

Straddle

 

 

Combination

 

 

Covered write

 

 

Ratio spread

 

 

Collar spread

 

 

Strip/strap

 

 

Butterly spread

 

 

Box spread

 

 

Married put

 

 

Buy write

 

 

 

Feature: Portfolio Rebalancing

Platinum

Gold

Silver

Asset tree builder

 

 

Exclusion lists

 

 

View by asset class

 

 

 

Feature: OSJ/Office Level

Platinum

Gold

Silver

OSJ Reporting levels

 

 

Drilldown by rep

 

 

Office code search

 

 

 

Feature: Advanced User Profile Management

Platinum

Gold

Silver

Shadow login

 

 

Session report

 

 

PDF client reports

 

 

 

Feature: Performance Reporting

Platinum

Gold

Silver

Performance reporting

 

 

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