Many RIAs get trapped by their own success. They have plenty of business coming in but get overwhelmed by all the routine tasks involved with managing their clients. E*TRADE Advisor Services offers a comprehensive set of services designed to simplify these tasks so you can focus on what’s important: serving your clients and being more you.
You can provide your clients and representatives with the ability to make online distribution requests, all through Liberty. This enables representatives to make requests from any device, and you to approve them from any device — freeing up your time and speeding up the process. Of course, you always have complete control over who can request online distributions (RIAs, representatives, investors) and can make adjustments at any time.