"The most comprehensive portfolio building tool I have seen in years.

[Our white-labeled version of OASIS] not only assists advisors with building portfolios by also monitors client portfolios to ensure the portfolio remains in line with your client's stated investment objectives and risk tolerance. This provides the advisor with an incredibly valuable tool from a risk management and compliance perspective.

Its seamless real-time integration with Compliance Net; the automated back-office portal for the compliance department, facilitates trade supervision and keeps the compliance department, including branch managers, completely up-to-date on every trade related compliance issue."

Howard Brand - Compliance Officer, Monarch Wealth and Investment Group

“Since using OASIS, I haven’t had to look back once to justify my portfolio recommendations to clients. Research time has been cut to a minimum and has allowed me to advise clients on the management of their assets based on the best information and portfolio management tools available – not emotion. Automatic re-balancing has become a huge value add to my clients that not only allows clients to see that their accounts are being continuously monitored but their returns are being significantly enhanced as well. Now that my clients’ assets are being managed for me, my time has been freed up to focus on the more important aspects of a client-advisor relationship, such as tax and retirement planning.”

Paul DuMoulin - Portfolio4Less.com

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