What is e-Portfolio?
e-Portfolio is an online service for advice practices and dealer licensees that takes the hassle out of ensuring your client database is always up to date by automating the collection, aggregation, matching and reporting of client portfolio information.
Client segmentation, profitability analysis, business valuation and measurement of other key business metrics all become possible with a comprehensive database of client information.
e-Portfolio can help your group or planning practice to:
- Lower the cost of doing client reviews.
- More easily comply with obligations to "know your client".
- Get a complete picture of your FUA across all clients and assets.
- Reduce errors and queries from product providers on new business.
- Give your administration staff more time to service clients.
All of which means better profitability and a higher level of customer service for your clients.
$11,000: Cost savings per annum to average small practice by not having to manually update client files.
— RMIT Adviser Efficiency Study, December 2004
The e-Portfolio service is fully web-based and hosted by InvestmentLink, eliminating the cost, time and trouble of setting up your own technology and infrastructure, managing security, backups and software upgrades.
e-Portfolio provides practices and larger advice groups with the flexibility of a central database that can be used in both the financial planning process and other key business systems such as practice management, commission & fee reporting and compliance systems.
