Client One Securities selects First Rate’s wealth management solution
Client One Securities has chosen First Rate's ARKON as its integrated wealth management solution.
Client One Securities, a full service broker dealer and registered investment advisor, has chosen First Rate’s ARKON as its integrated wealth management solution.
According to First Rate, the solution will empower Client One Securities to support its practice and client relationships from a single platform, facilitating CRM capabilities, email archival, file archival, client portal and practice management.
ARKON will encompass First Rate’s reporting capabilities directly within the CRM offering quick access to client returns, allocation as well as practice branded performance reporting.
Client One Securities president Mike Tuma said, “We were initially looking for a reporting solution to support the efforts of our advisors. Once we delved deeper into combining client reporting, customer relationship management (CRM) capabilities and practice management, it seemed like a natural fit to choose First Rate’s ARKON.”
Client One Securities will also roll out Lightning, First Rate’s turnkey client reporting solution, within the ARKON structure.