ADP Brokerage Services Group says William Blair & Company of Chicago has added ADP’s broker desktop ProVisor browser-based application that provides access to critical portfolio information, automated online order entry, full context passing and current day market valuations to the list of ADP products it has bought.
Through its integration with the ADP BPS securities processing engine, ProVisor aims to streamline the firm’s back office operations. William Blair rolled out the latest release of ProVisor, which offers a straight HTML-based “thin” client solution. ADP’s HTML release of ProVisor enables clients to rapidly deploy a robust broker workstation with no software installation or desktop downloads required.
“ProVisor is an excellent productivity tool,” says Terry Muldoon, Principal, Operations at William Blair. ” ProVisor will give the sales force better control over account information thus allowing for better management and business growth. ProVisor’s navigation is fast, easy, and flexible. We feel that with ProVisor, we will be able to integrate our other desktop applications and process account information in a more efficient manner.”
Rose Sprovieri, William Blair’s ADP liaison and project manager of the ProVisor rollout, says she was impressed with the speed in which the sales force embraced this application. “Our sales professionals now have a great tool at their fingertips to better service our clients,” says Sprovieri.
William Blair, a long time client of ADP Brokerage Services Group will continue its use of the ADP BPS securities processing engine as well as the proxy and prospectus services offered by ADP Investor Communication Services.
“We pride ourselves on our ability to provide our clients with the tools necessary for growing their business,” says Marianne Brown, Senior Vice President and General Manager, ADP Brokerage Processing Services. “As a long time client of ADP, William Blair’s enthusiasm and confidence in ProVisor is proof that we’re on the right track with our product offerings. ADP Brokerage will continue to forge ahead with its efforts to enhance the ProVisor application and to provide the financial services industry with innovative and technologically advanced products. We look forward to our continued partnership with William Blair.”