Advisor
Solutions for Registered Investment Advisors
Turnkey solutions that help advisors of any size build competitive advantage, efficiently manage your business and serve your clients at the lowest cost.
IBKR does not compete against you. Our complete and integrated advisor solutions include a free CRM and PortfolioAnalyst, IBKR’s portfolio management system. We offer trading, client onboarding, clearing, reporting and billing to advisors of any size, with no contract required. Our transparent and low commissions and financing rates and support for best price execution help minimize costs to maximize returns.
Advisor Portal
A free and powerful client relationship management (CRM) platform for advisors on the IBKR platform.
Integrated Client
Management
- Advisor Portal offers a suite of tools for managing the full client acquisition and client relationship management lifecycle.
- Store, view and update contract information, manage funding transactions and review detailed information on positions, balances and transactions.
- Dashboard provides an at-a-glance summary of key client information.
- Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.
Efficient Design
We make it easy to manage your clients:
- Responsive Advisor Portal platform with simplified workflows and logically grouped menus.
- Manage clients from any desktop or mobile device.
- Supports the delegation of user access rights by function and client account.
Reliable Client
Onboarding Processes
IBKR offers multiple options for adding clients and migrating to our platform:
- Fully- and semi-electronic applications.
- Customized client account applications using our Application XML system.
- Mass upload feature for hassle-free migration to IBKR.
Manage User
Access Rights
Enhanced user access and account jurisdiction functionality is available with an advisor account.
- Designate one or more Security Officers for the master account who can create or modify user access rights.
- Designate roles by function (trading, reporting, funding, client management, etc.) or account.
- Up to 250 users can be designated for the master account.
Flexible Client Billing
Use our CRM to implement flexible fee structures, automate fee administration and provide dynamic fee management.
Flexible Fee Structures
- Invoice clients for services rendered using automatic billing, electronic invoicing or direct billing.
- Fee structures for charging clients include percent of net liquidation value, blended fees, flat fees, percent of P&L, performance fee threshold or high-water marking.
Automated Fee Administration
- Assign client fees to individual accounts or use client fee templates to apply fees across clients.
- Charge client commissions to your master account or easily reimburse fees to client accounts.
Dynamic Fee Management
- Set maximum invoicing amounts or percentage caps.
- Meet your compliance obligations by notifying your clients of advisory fee details.
PortfolioAnalyst and Reporting
PortfolioAnalyst
PortfolioAnalyst lets your clients link their investment, banking, checking, incentive plan and credit card accounts into a complete portfolio view to calculate returns, understand risks and measure performance against benchmarks. Use the Performance Attribution report to quickly understand how weighting (sector allocation) and contribution to return for each sector compare to the S&P 500 for the period of the return.
Powerful Reporting Solutions
Easy to view and customize, our statements and reports cover all aspects of your Interactive Brokers account.
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Statements
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Statements
Run and customize activity statements to view detailed information about your account activity, including positions, cash balances, transactions, and more.
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Flex Queries
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Flex Queries
Create statement templates called Flex Queries, which let you customize your activity data at the most granular level and download in XML or text format.
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Downloadable Statements
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Downloadable Statements
Save your statements in PDF or Excel format, or download them to a variety of third-party formats such as Quicken, Tradelog or CapTools.
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Daily Margin Reports
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Daily Margin Reports
Daily margin reports detail requirements by underlying.
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Transaction Cost Analysis (TCA)
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Transaction Cost Analysis (TCA)
TCA tracks the quality of your orders' transaction prices versus market conditions either at the time the orders were submitted or after the trade executes.
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Tax Optimizer
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Tax Optimizer
Tax Optimizer lets you change your tax lot-matching method to optimize your gains and losses.
