Best Portfolio Management Software Choices for LA Investment Advisors (SlideShare)

Best Portfolio Management Software

Choices for LA Investment Advisors

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

http://www.techguideforlainvestmentadvisors.com/

Sponsored by


Craig PollackFounder & CEO

Portfolio management is

an LA investment advisor’s

core business activity


Sponsored by



Advent Axys/APX

Features:


Sponsored by



• Advanced performance

measurement


Sponsored by



• Multi-asset class

and multi-currency

accounting capabilities


Sponsored by



• Audit trail and security

for compliance


Sponsored by



• Adaptability to changing

regulatory requirements

worldwide


Sponsored by



• Comprehensive,

customizable client reporting


Sponsored by



• Integration with

client relationship data


Sponsored by



Schwab PortfolioCenter

Features:


Sponsored by



• A combined view of your

clients’ investment accounts

no matter where they’re held


Sponsored by



• Efficient data management

with user-friendly tools


Sponsored by



• An easy interface

that allows you to make

timely decisions with the

right information


Sponsored by



• Customized client billing

and reporting that’s visually

pleasing and full of

information


Sponsored by



• Enhanced security features

to help you control and

monitor user access to

your firm’s data


Sponsored by



• Industry-leading support and

service dedicated to helping

you get the most out of your

technology


Sponsored by



Advisor Xi by Tamarac

Features:


Sponsored by



• Individualized performance

reports


Sponsored by



• Clear and timely

communications


Sponsored by



• Customizable branding

of the client portal


Sponsored by



• Powerful composite reporting


Sponsored by



• Chart risk-adjusted

comparisons to benchmarks

and indexes


Sponsored by



• Monitor alternative

investments


Sponsored by



• Automate complex

billing scenarios


Best Portfolio Management Software Choices for LA Investment Advisors (SlideShare)

Technology

Transcript of Best Portfolio Management Software Choices for LA Investment Advisors (SlideShare)