Back Office (ROOTSŪ)
Raintree Financial Solutions provides its Dealing Representatives with an exclusive back office system that features training and administrative support options.
The Raintree Online Operating Transaction System (ROOTS®) provides Dealing Representatives with the ability to report and track transactions with mobile device application support and on-demand access to product information, compliance materials and consolidated reporting of client portfolios. An advanced CRM, the ROOTS® system is unmatched by any other Exempt Market Dealer.
ROOTS® makes your experience with your Raintree Financial Solutions Dealing Representative seamless, providing up-to-the-minute information access and improving your Dealer’s ability to find and inform you of products that would benefit your portfolio.
With ROOTS® behind your Dealing Representative, you don’t have to worry about your transaction history, portfolio requirements or the administrative work associated with it.