Solutions
OneBoss’s modular design allows you to tailor make our solution to fit your business.
Features | Base | Intermediate | Advanced |
|---|---|---|---|
| Account Manager | ✓ | ✓ | ✓ |
| Compliance Tools | ✓ | ✓ | ✓ |
| Commissions | ✓ | ✓ | ✓ |
| Trades | ✓ | ✓ | ✓ |
| Trust Accounting | ✓ | ✓ | ✓ |
| Pendings | ✓ | ✓ | ✓ |
| Fund Accounts | ✓ | ✓ | ✓ |
| NFU Manager | ✓ | ✓ | ✓ |
| Reports | ✓ | ✓ | ✓ |
| Setup Module | ✓ | ✓ | ✓ |
| Reconciler | ✓ | ✓ | ✓ |
| Dealer Notices | ✓ | ✓ | ✓ |
| Online Advisor Access / Data Entry Wizard | ✓ | ✓ | ✓ |
| Document Management System | ✓ | ✓ | |
| Faxing | ✓ | ✓ | |
| Auto Imports | ✓ | ✓ | |
| Self Directed for registered plans | ✓ | ✓ | |
| Admin Console | ✓ | ✓ | |
| Client Portal | ✓ | ✓ | |
| Interactive Orders | ✓ | ✓ | |
| Charts | ✓ | ✓ | |
| Dealer to Rep Attachments | ✓ | ✓ | |
| Portfolio Modeling | ✓ | ✓ | |
| E-Signing | ✓ | ✓ | |
| In Browser Scanning | ✓ | ✓ | |
| Email Notification Services | ✓ | ✓ | |
| Auto Plan Freezing | ✓ | ✓ | |
| Fund Facts | ✓ | ✓ | |
| AUA Reports | ✓ | ||
| Bulk Imports Tools | ✓ | ||
| Cleanup Tools | ✓ | ||
| Self Directed Admin Tools | ✓ | ||
| Misc. Reports and Export Add-ons | ✓ | ||
| Managed Portfolios | ✓ |