Document Workflow Simplified
Facilon Manage outlines exact documentation requirements based on the selected service provider and product type. Clear instructions and structured upload points eliminate ambiguity and delays.
Centralized Transaction Oversight
Advisors and clients gain access to a single dashboard to view all transactions, holdings and account activities across multiple service providers — ensuring total transparency.
Comprehensive Group View
Investment advisors can oversee, investment transactions and holdings of their clients, enabling ease of investment decisions
Instruction Routing & Custom Communication
Trade orders, proxy votes and corporate action instructions can be sent in formats aligned with each provider’s preferences — ensuring compatibility and ease of execution.
