Support, efficiency and compliance
Managing and administering a wealth management business is time
consuming and expensive. JDV offers the complete solution to enable
your business to focus on profitable activity through advisors and
clients.
That means our customers are free from the many time consuming
tasks they’d normally have to undertake themselves, like processing
equities trades, creating a web enabled desktop, managing risk and
compliance issues, transferring cash, collecting brokering among
a host of others. With these services managed seamlessly by JDV,
you’re free to make the most of your most valuable resource – time.
Our
comprehensive platforms provide benefits to your business and your
advisers.
Benefits to your business:
White label share trading model using JDV’s
PID or an outsourced model using your PID
Build on JDV’s economies of scale
and bypass the usual costs associated with establishing and
managing a share trading business
The JDV platform manages compliance with
ASX business rules and if you operate on JDV’s PID, JDV
assumes the associated trading risk
The Trading site with your branding is hosted
by JDV and easily accessed through the internet ensuring you
have no additional hardware or software requirements if you
already access the internet
We manage all functions for you from order
taking and management through to cash and stock transfer.
Provision of a wholesale client service
line open from 8am – 7pm (EST)
Management reporting
Order filters configured to your business
rules
You retain ownership of your clients
JDV does not operate a retail brand in share trading so we do not compete with your business
Benefits to your advisers:
We provide
a branded Internet trading web site available
for advisers enabling access to
individual
client records including:
Sponsored
holdings
Trading
account balances
Contract
note history
Trading
console
New
account opening
Portfolio
management information
Status of open orders
Optional
integrated research
Charting
tools
Market
depth
Live
Quotes
Stock
tickers
Company
announcements
Optional
credit on top 150 stocks
Electronic
contract notes delivered to clients and advisers
Automated
order processing for ASX listed securities that
enables trades to be processed quickly
Provision
of a wholesale client service line open from
8am – 7pm (EST)
For more information on JDV’s services, please call 08 9266 0222, or email reception@jdv.com.
