BPC Utilities
: Universal Transaction Set
: Market Simulator
: Server Load Simulator

The Advisor Portal web application offers a robust online user-interface for investment advisors, brokers, and money managers, providing interactive access to all accounts under purview as well as the same access to decision support content as Client Portal. Also like Client Portal, the Advisor Portal is fully localized (for foreign language implementations) and supports dynamic configuration for rapid private branding.

Functionality includes full portfolio reporting identical to Client Portal but with the addition of controls for filtering reports such as date range and symbol cross reference. Reports may be run across any grouping of accounts created as either static groups or dynamic selectors. A robust compound query tool facilitates the assembly of static groups. Queries may be saved for later use to dynamically recreate groups when reports are run.

Advisor offers tools for individual trade entry on discretionary accounts and the automated generation of trades across groups of accounts. In addition, the Advisor Portal provides user-interface tools for separate account functionality including model maintenance, macro maintenance, portfolio rebalancing, and block trade generation and allocation.

The Advisor Portal is currently under development.