• The dealer with a system capable of processing UIT transactions (regular, rollovers and IOI's) with a minimum of manual intervention.
• Functions which facilitate the flow of transactions and marketing information to the reps with the objective of increasing sales.
• The dealer with an automated means of exchanging information with the sponsors, including trades and daily price.
  

• You create and manage the list of trusts offered to your sales reps.
• Show running balances to determine buy requirements or evaluate trading exposure.
• Receive sponsor pricing automatically.
• Orders automatically converted to tickets.
• Send complete tickets to your back-office.
• View open and closed orders as well as Indications of Interest.
  

With Sponsors

• Auto downloads of daily pricing.
• Provide trade data to sponsors based on their requirements.
• Automatically link to the sponsors website to obtain the documents and information the rep needs to support the customer.

Give us a call and we'll arrange a demo.

"Zia goes the extra mile! Due to their understanding of my business, I get more functionality than I ask for, making my job easier." H&R Block Financial Advisors

For Sales

• Interact with the system utilizing a standard web browser and the firm's Intranet.
• Customer buy and rollover orders are initiated by selecting an item from the list of available trusts, which is controlled by the desk.
• Orders may be entered as soon as the trust is announced.
• Customer sales may be entered by reps.
• Access to marketing information provided by sponsors within the system. No need to go outside of your firm's firewall.
• Indications of Interest may be entered and their status reviewed.
• Ability to view open orders as well as previous trades.
• Click here for more sales related information.

• Reports available showing daily transaction summaries.
• Access to open orders by Rep, Branch andRegion or levels as defined for your firm.
• Production by rep helps identify top performers.