National Advisors Trust Upgrades AdvisorDesk Technology Platform for RIAs
Enhancements to AdvisorDesk improve ease, add new custodian features, and expand platform flexibility in preparation for future upgrades.
Overland Park, KS (November 19, 2012) – National Advisors Trust, the nation’s largest independent RIA-owned trust company, announced the release of an enhanced version of AdvisorDesk™, the trust company’s proprietary multi-custodian technology platform. The new version includes upgrades to custodian features of the technology platform, providing RIAs with improved ease and functionality with a new menu structure, quick links to advisors’ most frequently used items, an expanded Resource Center, and a Products & Services Catalog for easy reference. A key feature of the new version is the addition of AdvisorDesk Reports Center, which enables advisors to quickly and easily run Account Summary, Account Positions, and Account Transactions reports, and fast access to client statements. The new Reports Center locates all pertinent account information in one place, as well as search, filter, print and export capabilities.
“The enhancements in this new release of AdvisorDesk are in response to advisors’ feedback, and also incorporate key improvements to the foundation of the technology platform that will help facilitate future advancements,” said Cindy Ralls, Vice President of Marketing for National Advisors Trust. “We are currently in development on our next upgrade, which will focus on improvements to trading capabilities.”
National Advisors’ is supporting its advisors with AdvisorDesk training webinars conducted live, and recorded for replay.
AdvisorDesk is National Advisors Trust’s proprietary multi-custodian technology platform specifically designed for RIA firms. Through a Web 2.0 single sign-on environment, the system integrates portfolio management, rebalancing and trade order management systems with a comprehensive trust accounting system. AdvisorDesk integrates the trust company’s website as well as other applications for cashiering, document retrieval, tax reporting, secure file transfer, and access to RSS data feeds from other sources.
About National Advisors Trust
National Advisors Trust Company, FSB, is a federally chartered trust company with more than $7.5 billion assets under administration referred by more than 135 RIA firms throughout the country. Founded in 2001, it is the largest independent, RIA-owned trust company in the nation, and is authorized to do business in all 50 states. The company provides a broad range of trust and custody services uniquely designed and positioned for clients of an RIA, including; an advanced, multi-custodian investment management platform, trust accounting services, referral marketing programs, trust education programs, practice management programs, economies of scale, and other related services to advance the success of participating RIA firms and their clients. National Advisors Trust is a “trust only” organization focused on trust and custody services for RIA firms and is not involved in lending and depository banking functions. For more information on National Advisors Trust, visit www.nationaladvisorstrust.com.
For more information contact:
National Advisors Trust