Dynamic Browser-Based Access to Customer Data

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GBST FrontOffice

A flexible, easy-to-use stockbroking and wealth advisory software portal, GBST FrontOffice helps advisers strengthen client relationships and generate more revenue.

Enhanced client relationships

FrontOffice is GBST’s market leading customer relationship management (CRM) system designed specifically with advisers and dealer assistants in mind. The intuitive application helps improve conversion rates and generate more revenue by:

  • Providing real-time visibility into full client details with consolidated views of holdings and transactions across asset classes and account types
  • Simplifying stockbroking client on-boarding with integrated account opening and automated generation of branded terms and conditions and PDS
  • Leveraging powerful prospecting tools such as data mining capabilities and creating targeted bulk emails

At the same time, back office security is maintained since advisers do not have physical access to settlement and clearing systems.

Custom adviser dashboard

With its browser-based dashboard, individual users can easily personalise FrontOffice to match their workflows with both pre-built and custom apps. This allows advisers to schedule, manage and track all client activities as well as log and view phone calls, notes and action items.

 

Out-of-the-box integration

FrontOffice automatically integrates with back office systems from GBST, pulling account data in from GBST Shares, GBST Derivatives Client Accounting (DCA) and GBST Margin Lending. It also integrates with other back office providers as well as electronic verification services for streamlined client on-boarding.

White labelling capabilities allow trading participants and third-party clearers the ability to brand the application – giving management, advisers and dealer assistants one-stop access to current customer data.

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