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