Related Features
Direct Advisory Suite is a connected toolkit spanning proposal creation, investment research, investment planning, and more.
FINRA-Reviewed Reports
In any market condition, great advice is most effective when it’s understood. Direct Advisory Suite helps advisors manage client expectations and emotions around complex investment decisions with easy-to-read FINRA-reviewed reports.
Client-Ready Report Templates
Make it easy for advisors to communicate the value of their advice. Direct Advisory Suite has more than 30 proprietary research, portfolio, and comparison reports that are FINRA-reviewed and ready to share with the click of a button. Advisors can show clients a path toward meeting their financial goals that lines up with their values and risk tolerance. Help your talented advisors win and retain clients with reports that paint vivid pictures of complex topics.
Shareable Investment Research
Empower great advice as a springboard for business growth. Direct Advisory Suite puts one of the largest independent research databases in the world at your disposal. Advisors can make investing decisions with the help of 350-plus analysts around the world and then share their insights with FINRA-reviewed client reports.
Built-In Compliance Tools
Keep up with the latest regulations from FINRA, the SEC, and the Canada Securities Administration. Be confident your advisors are providing advice that’s not only great but compliant as well. Our workflows help your advisors quickly and efficiently serve clients’ best interests and stay aligned with key regulatory requirements for proposals.
