PowerAdvisor Dividend Template is a tool developed specifically for global processing and posting of income dividends to the system.

• New corporate action feature for creating dividend transactions using a PowerAdvisor excel-based template
• Once processed, transactions are placed into "ready" status for review prior to posting
• System automatically checks for potential duplicates prior to processing and posting

TRIAD Trade Order Management System
Coming Soon!

• Conversion from Crystal Reports to SQL Server Reporting Services
• Web-based reporting service for anywhere access to reports for advisors and their clients