Back Office (ROOTSŪ)
A software product capable of meeting all our back office needs didn’t exist in the marketplace so we developed our own. We simply weren’t happy with the idea of a system doing 85% of what we need it to. We wanted to do it right.
Our back office system, Raintree Online Operating Transaction System (ROOTS®), provides unparalleled service to our clients and Dealing Representatives. Updated daily, compatible with mobile devices, and featuring new information on every product we offer means regular reporting and real-time updates are possible.
ROOTS® also serves as an information hub providing instant access to:
- Consolidated reporting of client portfolios
- Vital compliance materials
- Know Your Client records and updates, including risk tolerance and time horizons
- Commission tracking
- Business tracking and reporting
- Product updates
- Copies of submitted/completed paperwork
- Pre-populating document tool
- Transaction summaries
- Sales collateral