Getting your clients onto the web.

The Problem: Your clients want to monitor their accounts online. You are not a technology company. Building, licensing and operating software is time-consuming and expensive, and you would like a simple alternative.
Our Solution:
  • The TXIO Reporting Overlay.
  • An innovative new product to deliver client portfolio data on the web.
  • Account balances, current trades and positions, performance metrics, transaction histories, fees and commissions, all delivered in a dynamic, attractive web presentation.