Quarterly Advisor Roundtable

Quarterly Advisor Rountable

Quarterly Advisor Roundtable

Led by Professional Advisors Like You.

Using IBKR’s Advisor Tools to Grow Your Business

April 11, 2024  |  12:00pm EST

5:00pm GMT | 6:00pm CET

Join our quarterly advisor-led roundtable discussion on how advisors use the robust tools and features available on the IBKR platform to manage and grow their business.

The roundtable will be held in a webinar format and hosted by up to four advisors who are current clients of Interactive Brokers. These advisors will share why they chose the IBKR platform and how they use it to build competitive advantage, manage their business with efficiency and serve their clients at lower cost.

Unlike a 'talking heads' presentation, each roundtable is a practical deep dive led by professional advisors like you and is structured to provide you with specific ideas how IBKR’s tools can help you right away.

Coming April 11, 2024

Using IBKR’s Advisor Tools to Grow Your Business

This webinar features three advisors that will speak on multiple topics of ways that Interactive Brokers has assisted their advisory firm be successful at Interactive Brokers. Focusing on an international approach, topics include opening accounts, growing their business, and PortfolioAnalyst.

The roundtable will be led by:

Marc DeCuffa from Proxy Wealth will be presenting on opening accounts for both domestic and international clients.

Noland Langford from Left Brain Wealth Management will be presenting on PortfolioAnalyst. Interactive Brokers' PortfolioAnalyst is a real-time reporting tool within Client Portal which allows investors to analyze portfolio performance, concentration, and risk measures over a specified time period.

Ann Marie Regal, CEO of Avrio Wealth will be presenting on growing an international advisory firm.

Interested in being a panelist at a future roundtable? contact us.

Past Webinars


Innovative Advisor Tools at Interactive Brokers

This webinar features four advisors that will speak on multiple topics of ways that Interactive Brokers has assisted their advisory firm be successful at Interactive Brokers. Topics include the Allocation Order Tool, Model Portfolio Tool, Bond Search Tool, and Technology Integration with IBKR.

Harry Figgie from Greenwich Wealth Management presents on the Allocation Order Tool. The Trader Workstation Allocation Order Tool allows an advisor to quickly and accurately allocate a single trade in stocks, options, futures, or future options into their clients’ accounts.

Cullen Breen from Dutch Asset Corporation presents on the Model Portfolio Tool. Models provide an efficient process for managing multiple trading strategies for an advisor's clients without requiring them to open multiple accounts.

Rick Senatore from Stonewall Capital Management presents on the Bond Search Tool in TWS. The external Bond Search tool is an advanced query tool that allows you to search for bonds using specific filter criteria.

Mauricio Armando from BCP Advisors presents on Technology Integration with IBKR. Integrate your IBKR data with third-party portfolio management, order management, post-trade allocation and compliance software.

Visit our Registered Investment Advisor webpage to learn more about the benefits of being an advisor on the IBKR platform. View Our Offering

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".

Your capital is at risk and your losses may exceed the value of your original investment.

Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.

Cryptoassets are unregulated in the UK. Interactive Brokers (U.K) Limited ("IBUK") is registered with the Financial Conduct Authority as a cryptoassets firm under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.

Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.

Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.

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