Are Los Angeles Investment Advisors Underweighted in Technology? (SlideShare)

Are Los Angeles Investment Advisors Underweighted in

Technology?

Courtesy of FPA Technology Services, Inc.http://www.TechGuideforLAInvestmentAdvisors.com

Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

From customer relationship management to improved allocation advice to risk analysis,

there are digital options that can make practically every aspect of an advisor’s life easier

Customer Relationship Management

It helps the advisor keep track of events, oversee client accounts,

automate certain processes such as invoicing and client communications

and keep track of what other team members are doing through group calendars

By using the CRM to manage these activities,

investment advisors can concentrate on making money for their clients and improving the overall value of the firm

Dedicated Portfolio Management

Industry-approved management software enables an advisor to deliver a quality outcome at low cost,

a formula that ensures client loyalty

The automation aspect of portfolio management software allows withdrawals, deposits, dividend reinvestment,

and other cash flow activities to be rebalanced on an ongoing basis, with short- or long-term goals in mind

Risk Analysis

Current versions of most risk analysis solutions also make it easier for investment advisors to:

• Operate more efficiently with completely automated risk reporting

• Demonstrate compliance by producing the routine reports now demanded by regulators

• Meet the heightened requirements for reporting and transparency

• Make improved investment decisions by creating a detailed risk overview across several asset classes

Bottom Line

Los Angeles investment advisors really should give these programs a test drive

and keep their eyes open for new ones

to maintain a competitive edge in this increasingly software-driven industry

Do you believe that your firm is making the most of the investment advisor technologies on the market today?

Let us know your thoughts in the Comments box below

Learn How to Protect Your Firm’s Technology With the Right IT Service

Provider

Download Your Free GuideInvesting in High Net Worth Clients:

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Are Los Angeles Investment Advisors Underweighted in Technology? (SlideShare)

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