FLEXIBLE

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WealthStation Trading
FLEXIBLE
ADAPTABLE
EVOLVING
A NEXT-GENERATION BROKER WORKSTATION
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WealthStation Trading integrates multiple pieces
of essential technology into a single
consolidated platform
Streaming Market Data
Account Management
Book Reporting
Trading
Workflow
Client Access
Order Management
Electronic Account Opening
Client Reports
Portfolio Management
Asset Allocation
Performance Reporting
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Prior day activity across Rep book of business
Market Wire News

The WealthStation Trading Dashboard provides a
consolidated overview of your reps book of
business and the marketplace.
Top Ten accounts in Rep book of business
Tabs Efficiently switch between screens
Real-Time Stock Quotes
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Unlimited Real-Time Quotes simply click on any
stock symbol to trade
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Red out of the money
Real-Time Option Chains
Green in the money
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Unlimited Real-Time Watch Lists
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Context sensitive help
Simple trade form with customized business rules
Real-time Charts
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Option TradingBuy or sell options
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Basket Trading Place multiple trades from
multiple accounts simultaneously
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Power Trade Trade stocks across multiple accounts
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Assets Summary view of balances holdings for
client accounts in easy to read pie charts
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Balances HoldingsDetailed overview of all
balances holdings for an individual or
household
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Print or download data into a pre-populated
Schedule D form
Tax Lot ReportsView Realized Unrealized
Gains/Losses.
Ability to drill down by equity investment type
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Schedule D pre-populated with tax lot report
data
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Portfolio RebalancingEnd-to-end model allocations
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Commissions Report Displays commissions earned
sorted by various fields. Run report
Office/Region/Firm wide
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Maturity ReportOverview of all maturing bonds
expiring options
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Moneyline Report Lists client account market
values, available funds and margin buying power
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Client Usage Report Allows you to view client
online account activity
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New Accounts Search all applications are
archived and searchable based on user entitlement
level
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ACH Set up one time or recurring money movements
into client brokerage account
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Check Request Conveniently request client check
disbursement through online form
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At Legent Clearing, one size doesn't fit all.  We
distinguish ourselves from the others by
providing flexible, customized solutions for your
unique business needs.  We understand how hard
youve worked to differentiate your firm from
other broker-dealers and carve out a successful
place in the financial industry.  Why settle for
a system that just doesnt match your needs and
costs you more than it should?