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Best Portfolio Management Software
Choices for LA Investment Advisors
Courtesy of FPA Technology Services, Inc.
http://www.TechGuideforLAInvestmentAdvisors.com
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Portfolio management is
an LA investment advisor’s
core business activity
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Advent Axys/APX
Features:
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Advanced performance
measurement
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Multi-asset class
and multi-currency
accounting capabilities
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Audit trail and security
for compliance
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Adaptability to changing
regulatory requirements
worldwide
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Comprehensive,
customizable client reporting
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Integration with
client relationship data
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Schwab PortfolioCenter
Features:
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• A combined view of your
clients’ investment accounts
no matter where they’re held
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Efficient data management
with user-friendly tools
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• An easy interface
that allows you to make
timely decisions with the
right information
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Customized client billing
and reporting that’s visually
pleasing and full of
information
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Enhanced security features
to help you control and
monitor user access to
your firm’s data
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Industry-leading support and
service dedicated to helping
you get the most out of your
technology
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Advisor Xi by Tamarac
Features:
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Individualized performance
reports
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Clear and timely
communications
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Customizable branding
of the client portal
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Powerful composite reporting
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Chart risk-adjusted
comparisons to benchmarks
and indexes
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Monitor alternative
investments
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Automate complex
billing scenarios
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Bottom Line
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
The properly selected
Portfolio Management System
will strengthen the firm’s
competitive advantage
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
and free the advisor
to focus on what’s important:
servicing and generating
wealth for their clients
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Has your technology partner
introduced you to the best
portfolio management
software?
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Have they made a positive
contribution to your firm’s
efficiency and effectiveness?
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Let us know your thoughts
in the Comments box below
Copyright © FPA Technology Services, Inc.
Learn How to Protect Your Firm’s Technology
With the Right IT Service Provider
Download Your Free Guide
Investing in High Net Worth Clients:
The LA Investment Advisor’s Guide to Using
Technology to Manage and Grow Your Firm
Now at http://www.TechGuideforLAInvestmentAdvisors.com