Market Street Advisors: Workflow

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Features & Services

Process Efficiency for Managed Accounts

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About Us

Services Provided

Trade Order Management

Portfolio Accounting

Performance Measurement

Data Warehousing

Reporting

Real Time Reconciliation

Workflow

Client Support & Services

Connectivity

ETF Capabilities

Press Room

Additional Information

Integrated Workflow

Workflow is integrated throughout Market Street Advisors' platform, streamlining operations and account management.

Dashflow^SM

> Displays all account information
> Stores account documentation electronically
> Provides audit trail and contact management data

Operations Control Center^SM

> Generates global operational status report
> Monitors processing to custodians
> Shows real time reconciliation

Of Note: In Focus: Paperwork Queue "Market Street Advisors includes a fully integrated document archive system, so when you need it, it’s already there."