|
|
| |
A new way of thinking.
Please join one of our brief webinars and take a tour of Advisor® 9, an integrated and web-based suite of investment management and business automation software.
Advisor 9 provides a single technology platform to address all of your client management and portfolio management needs. Because our solution is web-based, there are no I.T. or hardware requirements. You simply need a computer with an internet connection and you have everything you need to run your business using Advisor 9.
Advisor 9 is primarily run from within Microsoft Outlook® and is comprised of Advisor CRM™, a customizable CRM for RIAs, Advisor Rebalancing™ and Advisor Performance Reporting™. These technologies are fully integrated and are supplemented with data from your portfolio accounting system as well as disparate account data from ByAllAccounts.
Additionally, you can outsource many aspects of your portfolio management to Tamarac AdvisorServices™ which offers a fully hosted portfolio accounting solution that’s fully integrated with Advisor 9.
Imagine fielding your next client call using Advisor 9…
- Instantly pull up the household account in Advisor CRM and view all relevant account data and client communications (Run from within Microsoft Outlook®, Advisor CRM automatically saves all email communications to each contact).
- Client asks, “How’s my account doing?” Run a performance report for the client in one click from Advisor CRM (integrated with Advisor Performance Reporting™).
- The client requests cash. From within the account record in the CRM, generate a preformatted trade file for the account while taking the account’s model portfolio, tax sensitivity and account settings into consideration (integrated with Advisor Rebalancing™).
- Save a record of the client’s request and schedule a follow up with the client when the cash is in their account.
That’s just one of many examples of how Advisor 9 can streamline your firm’s productivity in new ways.
See Advisor 9 in action. Click on the desired date/time link below to register for an upcoming webinar.
To set up a time more convenient for you, or if you have questions regarding the Advisor product line, please phone us at 866-525-8811.
| |
|
