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Deployment and Requirements

Adviser Center is deployed as a “network appliance” where a fully configured solution of hardware + software is placed within the boundaries of a firms own secure network.

As a network appliance comes fully configured and is installed within the firms own secure networking center leveraging the existing network security. Access is controlled through a configurable role-based security model to ensure proper authorization and tracking.

This deployment model allows Adviser Center to fit seamlessly into any SEC compliant environment.

System Requirements

The Adviser Center appliance requires proper supply of power, and access to the device through the internal data network of the firm.

The Adviser Center interface works with all major web browsers including: Firefox 2.0+, Internet Explorer 7.0+, and Safari 3.0+