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AdvisorTrax is a versatile eBusiness tool that can transform your business data into a powerful resource for your distribution network. AdvisorTrax can help you earn and retain advisor loyalty through leveraging the flexibility of the available features and real-time 24/7 secure access. AdvisorTrax enables investment dealer personnel to access client​ financial portfolios, commission details, trailer fees, and assets under administration. Each dealer is restricted to information relating only to their specific book of business, which makes AdvisorTrax secure with no unauthorized access to sensitive information. Call centre personnel can access AdvisorTrax with one single user ID allowing them to provide support to investors, dealers and sales representatives. Accessibility and enhanced reporting features set the standard for AdvisorTrax and make it a premier solution for leading investment dealers & firms​.

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