FAQs
Frequently asked questions
Haven’t found what you’re looking for? Try Advisor Terminal’s wiki or contact us.
- How secure is my clients’ data on Advisor Terminal?
- Advisor Terminal prioritizes the security and confidentiality of your clients’ data. We adhere to the highest industry standards for data protection, including advanced encryption protocols and secure data centers with redundant backups that are SOC 2 certified. Our platform is designed to ensure that all sensitive information is safeguarded against unauthorized access. Regular security audits and compliance checks maintain the highest level of data integrity.
- Is Advisor Terminal compliant with regulatory requirements?
- Yes, Advisor Terminal is built with compliance in mind. While we do not handle trade execution—which simplifies certain regulatory aspects—we ensure that all modules meet industry compliance standards. Features like built-in disclosure tracking in the Meeting Notes module and regulatory-compliant File Storage help you maintain compliance effortlessly. We stay updated with regulatory changes to ensure ongoing adherence.
- How easy is it to integrate Advisor Terminal with my existing systems?
- We designed Advisor Terminal for seamless integration into your current workflow. Our AI-powered import tool allows you to import your client data quickly, getting you set up in minutes. Where there might be issues, we have a 24 hour support guarantee. Future updates will include calendar integrations with platforms like Calendly, Outlook and Google Calendar to further streamline your operations. If you have specific integration needs, our support team is ready to assist you.
- Does Advisor Terminal handle trade execution?
- No, Advisor Terminal does not handle trade execution. Our Portfolio Shift module assists you in determining the necessary trades to achieve your clients’ target portfolios by listing the required adjustments. You will need to execute these trades manually through your existing regulated third-party systems. This approach allows you to maintain control over trade execution while benefiting from our tools.
- What kind of customer support is available?
- We offer comprehensive customer support to ensure you get the most out of Advisor Terminal. Our support team is available via phone, email, and live chat to assist with any questions or issues you may encounter. Additionally, we provide onboarding assistance, tutorials, webinars, and training resources to help you and your team become proficient with the platform quickly.
- How steep is the learning curve for me and my team?
- Advisor Terminal is designed with an intuitive user interface to minimize the learning curve. Many advisors find that they can navigate the basic features within minutes. We also offer extensive training resources, including tutorials, webinars, and dedicated onboarding sessions, to help you familiarize yourself with all the modules. Our goal is to make the transition as smooth as possible so you can start experiencing the benefits immediately.
