Compass
Discover your platform for all your day-to-day activities
Your digital platform
Compass offers convenient, one-stop-shop access to a wide range of digital services to support your every need as your business grows with us
Our platform includes:
- Streamlined digital account opening
- Comprehensive account administration workflows
- Exclusive research and trading experience
- Easy access to your data and reports
- Specialized systems to support diverse trading strategies
Our integrated features
Onboarding
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eSignature and wet signature support
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Automated account processing
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Intuitive submissions dashboard
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eDelivery of documents
Administration
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Transfers management and money movements
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Account maintenance and securities administration
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Systematic plans management
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Reoccurring and bulk requests
Research & Trading
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Account trading across all asset classes
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Bulk trade and allocations upload
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Proprietary research & resources
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Intraday balances and positions
Data & Reporting
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Daily data snapshots
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Standard firm reports
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Self-serve data exporting
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Expert data services
Expand your expertise
Stay in the loop with the Compass platform, software updates and tutorials.
Got any questions?
Take advantage of our sales team's expertise and receive personalized advice.
Write to us with the details of your request or question. We'll respond as soon as possible.