e-Portfolio
Consolidating client investment information
Clients are the core asset of every advice business. Unlocking the value of this asset relies on the quality and currency of information held on those clients. Compliance, administration and technology demands are threatening to overwhelm the average advice business.
Many practices do business with dozens of different product providers, despite attempts to consolidate business under a handful of platforms. Managing the masses of information from these sources is cumbersome, error-prone and expensive. As a result, most practices don't update client files daily; potentially suffering an even higher reputation cost of not being current and accurate in the eyes of clients.
e-Portfolio eliminates this hassle, enabling planners and administration staff to get back to the business of giving advice. Check out details of the e-Portfolio solution below.
