Error-free order entry system that completes paperwork for advisors.

Solutions By Role > Advisor Solutions > OrderXPRESS

OrderXPRESS is an intuitive, guided order-entry solution which enables advisors to place error-free trades in a fraction of the time.

How OrderXPRESS helps advisors:

  • Time-saving features that simplify real-life scenarios like free-unit switches, cash-in-hand redemptions and more.
  • A built-in suitability preview that provides quick visual indicators to minimize compliance risk.
  • Pre-filled forms that automatically group multiple orders to simplify client signing.

OrderXPRESS is slick. You pick a client, enter the transaction, the form spits out and it's done. We love it!
Cheryl Mann, Oak Tree Financial