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Back Office Platform


Ceros offers an advanced, fully integrated technology platform through its partnership with National Financial (NFS) as well as a comprehensive suite of advisory tools designed to empower your entire firm. Clients may scale their use of available tools and technologies as their businesses grow and needs shift.


With Ceros, managing your business becomes more flexible and less time-consuming

With easy access to the most current market data, account information, reporting, research and many, many additional service functions, our clients are able to focus on meeting their customers’ needs while streamlining workflow.


Below are just some of the many features and capabilities available to Ceros clients:

  • 72(t) and RMD Calculators
  • Monte Carlo Simulation
  • Customizable Investment Plans
  • 1-Click Access to Account Information
  • Advanced Order Management and Trading
  • Retirement Income Evaluator
  • Real-time Monitoring
  • Auditing
  • Alerts
  • Reports
  • Book Management
  • Householding of Accounts
  • Goal-based Planning Tools
  • Integrated Asset Allocation Planning Tools
  • Premium Market Data
  • Pre-and Post-trade Tools
  • Hypothetical Investment Engine
  • Optional Lipper Ratings on Reports and Security Lists

Managing your business becomes more flexible and less time-consuming also, with integration into your existing systems, advanced portfolio analysis, order placement, reporting and proposal generation all available with just a few clicks.

  • Web Services
  • Modeling and Rebalancing
  • Advanced Trading

Discuss your back office technology needs with a Ceros professional today or contact us online for more information.

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