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Distinctive Client Service & Reporting
Distinguished client service and a professional image are critical to a successful advisory practice. However, the personnel and technology cost required for this high level of service can be daunting. With the WealthADV Platform there is now a solution. Deliver a high level of personalized investment management service without needing to acquire additional people or technology. Distinguish your practice in your client’s eye, and from the competition, with WealthADV.
Deliver
highly polished, graphic rich, professional report packages to your clients:
 Report Wizard to easily create customized report packages,- Facilitates CFA Institute GIPS compliant performance reporting,
- Sophisticated attribution analysis, custom benchmarks,
- Report performance by manager, class, style, sector, type, household,…
Rich, branded online web site for clients
to access account information and published reports.
Personalized
investment management service for clients while maintaining operational
efficiency:
- Easily accommodate client-specific mandates/ preferences/ constraints not possible with SMAs and mutual funds;
- Craft tailored composite strategies containing proprietary & best-in-class 3rd party models;
- Perform client-specific active tax management/ minimization.
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