Open Architecture

The Kovack Advisors Platform provides independent Advisors a flexible, cost effective and technologically advanced advisory system. Our platform gives you instant access to state of the art advisor trading tools, world class institutional money managers and a full suite of administrative tools to meet all of your advisory needs.

Unlike most Turnkey Asset Management Programs that only offer a selection of managers and models, our system allows the individual advisor to create their own models for trading client accounts. Our system can be customized to your specific needs and requirements. Here are a few of the tools:

• Advisor Directed Single-Order Trade Execution
• Model Trading
• UMA Accounts
• Institutional Money Managers
• Mutual Fund Models
• ETF Models
• Billing
• Performance Reporting
• Multiple Clearing Firms
• Proposal Generation
• Drift Reporting
• Automated Account Reconciliation

Multiple Clearing Forms

Kovack Advisors has the following Clearing Firms Available to our advisors:

• Fidelity (NFS)
• Pershing
• Fidelity Clearing and Custody Solutions (formerly known as IWS)
• Charles Schwab & Co., Inc.

Your Technology Solution

We love our Platform and we think you will too. That's why we're not keeping it a secret!

• Trading
• Model Management
• Performance Reporting
• Drift Monitoring
• Proposal Generation

If you want a simplified, intuitive point-and-click trade execution system, look no further. If you use investment models to rebalance client accounts you can do that here, too. Cash and position drift reporting - check! Performance reporting... Sure, periodic or ad-hoc (take your pick). And there's "Prop Gen" using Kovack's suite of investment programs and investment managers.

Who says you can't be all things to all people!

Kovack Your Technology Solution = Your Successes Only EASIER!

Call us for a closer look!