Advisor Portal is an integrated suite of tools for managing the client acquisition and client relationship management lifecycle.
Use Advisor Portal to access PortfolioAnalyst, a full feature portfolio management tool for quickly and easily consolidating financial information from any financial institution into a complete portfolio view.
A flexible risk scoring system to help you understand client risk tolerances and recommend client appropriate investments.
The ESG Impact Profile helps you understand client preferences for socially responsible and impact investing. Let your clients select their personal investment criteria from 13 impact values and principles, including:
Clients can also exclude investments based on 10 categories:
Registered Investment Advisors use our Digital Account Management tools to manage client account applications, administer client accounts and coordinate client account funding.
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". For a copy click here.
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.
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.
For a list of IBG memberships worldwide, click here.