TECHNOLOGY

B.B. Graham & Co. provides access to industry leading technology through our relationship with RBC Correspondent Services. Our technology solutions will support transaction or fee-based practices and provide the tools you need to properly service clients and grow your practice.

Our technology solutions allow advisors to access and manage client information, account information, trade information, reporting tools, and business workflow. Our technology platform will be your source for:

  • Managing client accounts
  • Trading tools
  • Various portfolio and activity reports
  • Performance reporting information
  • Financial planning functionality
  • Market data & news
  • A variety of 3rd party research
  • Investment management data
  • Business workflow tracking
  • Accessing client statements and confirms

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B.B. Graham & Co. is a broker/dealer and investment advisory firm dedicated to supporting independent financial advisors. 

Contact Us

B.B. Graham & Co. 1700 West Katella Ave. Orange, CA 92867
Phone: 888-847-2426

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