Powerful Tools for Retirement Account Management

Centralized functions designed to help firms manage retirement-account trading workflows. 

Trading Capabilities

 

Account Management

  • Model changes
  • Rebalance requests
  • Cash requests
  • Account removal requests

Model Management

  • Model trading instructions
  • Trade file uploads
  • Fund change uploads

Monitoring

  • Account status review
  • Activity tracking
  • Data retrieval

Role-based Access

SDBA Bridge Role Based Chart

Centralized
Workflow

The portal creates a centralized record of activity while providing visibility across authorized users and retirement-account requests.

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