PERSONAL TRADING MANAGER

Cut the time it takes to review personal trading activity from hours to minutes

Automate the collection and review of all adviser activity and go from headache to hassle-free. Simplify the quarterly review process by automatically downloading activity into a single report.

Take a look inside Joot's Personal Trading Manager. Watch as a consolidated holdings report is generated and the online pre-trade request workflow is streamlined.

Eliminate the stacks of account statements piling up on your desk

The quarterly account statement review is a compliance time suck:

  • Chasing down advisers to send in statements
  • Following up to get the right ones
  • Flipping through pages of trade activity
  • Emailing files back and forth

The system is elegant, and the compliance review is quite easy. The platform will be a nice automation for our advisers and the compliance team.

Steve King
Steve King
VP, Wealthquest

Go from headache to hassle-free

See how easy it is to review personal trading activity—past and present.

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