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

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




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

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