AdvantageOne’s portfolio accounting and performance reporting functionality delivers an accurate, single view of all of your clients’ assets. By providing a comprehensive view of client assets, you can deliver an unparalleled level of service to your clients, while having a proven tool to help you gather more assets and clients

  • Greater opportunities for identifying more assets within an existing client base to cross-sell and up-sell products
  • Data aggregation capability supports suitability requirements and increases asset gathering capabilities
  • Three rates of return (ROR) calculations enable financial professionals to track performance on-demand: Modified Dietz, Internal Rate of Return (IRR) and Daily Time Weighted Return (DTWR)
  • Ability to generate a variety of customizable client reports that cover performance, asset allocation, holdings, transactions, benchmarking, cost basis and more.
  • Setup clients with their own Web-based application viewable 24/7, anywhere, anytime.

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.