Boosters
Specialized modules that extend the platform for specific workflows and use cases.
Pit Stop Quick Brief
Boosters are specialized modules that extend the platform for specific workflows. NAO handles new account opening, Trade Center manages trading workflows, and Investment Center provides research and investment intelligence. Think of them as DRS zones - extra power when you need it.
NAO
New Account Opening
End-to-end new account workflow. From prospect to funded account with automated document collection, e-signatures, compliance checks, and custodian submission.
NAO Architecture Click steps for details
Streamlined account opening from intake to custodian submission
Investment Center
Research & Investment Intelligence
Centralized investment research, model management, and portfolio analytics. Track approved products, manage models, and analyze holdings across your firm.
Investment Center Architecture Click modules for details
Create & manage models
Analyze securities
Firm-wide view
Approved list
Comprehensive investment management and research hub
Trade Center
Trading Workflow Management
Streamline trading operations with approval workflows, compliance checks, and execution tracking. From trade request to settlement confirmation.
How Boosters Connect
Boosters aren't standalone tools. They're deeply integrated with the rest of the platform:
Data Engine
Boosters read from and write to your unified data layer
Command Center
Workflow events can trigger Booster actions
Console
Booster UI appears within Console dashboards