Tiger Brokers’ fully integrated solution helps Financial Advisors build a competitive advantage and efficiently manage their businesses and clients at a meagre cost. We provide a comprehensive custody solution to all sizes for advisors, such as a portal, portfolio management, and trading platform.
Tiger’s CRM system automates client billing and enables Financial Advisors to efficiently onboard new clients. Through Tiger’s platform, clients may trade equities, options and futures on multiple markets from a Single Integrated Master Account. Clients may fund their accounts in various currencies, and Tiger‘s platform supports currency conversion and trading across USD, HKD, SGD, and CNH.
Financial Advisors may manage the entire client acquisition and relationship lifecycle and easily administer each client’s account independently.
Financial Advisors may create one or more Administrators for their Master Account and designate unlimited users per function or account.
Financial Advisors may use our optimized workflows, simplified menus and user access rights to manage client relationships from a desktop computer efficiently.
Tiger offers customized invitation links for adding clients and helps them successfully migrate to our platform.
Powerful Trading Platforms
Tiger provides powerful and easy-to-operate trading platforms for Financial Advisors. Available on desktop and mobile.
Complete Order Types and Algos
Tiger provides various order types – from market/limit orders to complex algorithmic trading – which helps Financial Advisors execute personalized trading strategies.
Financial Advisor Tools
Tiger helps Financial Advisors spot market opportunities, analyze performance, manage their accounts and make informed decisions with our advisor tools.
Flexible Fee Structures
Tiger helps Financial Advisors seamlessly bill clients automatically with our electronic billing feature.
Tiger supports multiple fee structures for Financial Advisors based on a percentage of Net Liquidation Value or P&L, fixed & mixed fees and performance fee thresholds.
Automated Fee Administration
Whether it is a commission, account management fee, interest fee or other fees, Tiger allows Financial Advisors to collect different fees according to individual preset templates and freely adjust them at any time.
Dynamic Fee Management
Financial Advisors may set maximum invoicing amounts or percentage caps. Financial Advisors may meet compliance obligations by notifying their clients of advisory fee details. Financial Advisors may quickly reimburse fees to client accounts.
Tiger provides tailored solutions to help Financial Advisors meet their registration and compliance needs.
Tiger provides one-stop professional assistance and guidance on acquiring relevant licenses for Financial Advisors that cater to their individual needs.
Tiger may provide professional commercial website design, customized for the Financial Advisors, which will have unique graphic design and simple operation.
Whitelabel statements, client registration documents and other informational materials with your own organization’s brand.