Banking provided by Choice Financial Group: Member FDIC.
*Actual formula for calculating APY: If your balance is between $120,000 and $1 million (Fed
Funds Rate – 0.2%) * 48%. If your balance is between $1million and $15 million, you would earn
(Fed Funds Rate – 0.2%) * 65%. The above APYs represent a Fed Fund Rate of 4.75% and are true as
of Feb 1, 2023.
Investment Database Management
Position management
Enjoy a full positions screen of all your investors positions in your portfolio, with powerful filtering capabilities. Filter by asset, contact or investing entity – the choice is yours. You can also add a referrer to your investors (such as a family office) and filter by them.
Multiple investing entities per investor
Get a full picture of your investors by linking multiple investing entities to the same investor.
Investing entity quickview
Access investor’s portfolio, contribution and distribution breakdown, address and TIN info.