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:

• Account Workbook displays account information per firm records—holdings
  (on/off books), positions, balances, account information, order status, activity record and commissions--plus editing capabilities.
• Security Workbook displays information by security—showing you the accounts that have holdings (on/off books), positions, and open orders for the designated security. Dividend and detailed security information is also provided.
• Rep Workbook displays information by rep code—funds available, money line,
  order inquiry, action items (notices, maturing securities, activity) and commissions.
• Order Entry Workbook allows input of orders for equities, mutual funds, and
  options, as well as managing sales from the firm’s inventory.

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:

• Mark-to-market: Instantly updates the value of a client’s holdings to view their profit perspective.
• Auto-populated order entry: Ensures efficiency and data accuracy and consistency.
• Tax Lots: Maximize a client’s tax advantage as to profit/loss opportunities and
  selling scenarios.
• Inventory holdings: View firm’s inventory for sale by type, maturity rate, rating and yield, plus temporarily reserve a position.
• Calculators: Determine net cost, proceeds, commissions, and bond rates prior to a transaction.
• Commission history: Track and analyze commission information by rep, branch or firm, including summary information.

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

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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