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Software purchasing decisions are almost always
complicated. An advisor must first determine what type of products and services he
or she is trying to deliver. Some software programs assist the advisor in gathering
assets. Other programs offer support and back-office features. The programs
you decide on should be determined by "who you are" to you clients. Are
you a financial planner, investment manager, salesperson or all of these? What services
are you trying to offer to your clients? |
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- Contact and Client Management
- Gives the user the ability to keep track of client information such as
addresses, phone numbers, children's names, social security numbers and other pertinent
client and prospect information. Keeps you organized and in touch with your clients
and prospects with scheduling features, to-dos, call backs, account notes, etc
- Asset Allocation Software
- Allow advisors to utilize historic data on mutual funds, stocks, variable
annuities and indices to analyze investment portfolios in regard to their historic returns
and risk characteristics. Also allows advisors to create investment portfolios with
an investment policy statement.
- Portfolio Management Software
- These programs allow advisors to download their client's account
information and activity. This data is used to produce reports such as gain/loss,
assets under management, AIMR performance measurements and asset allocation mix reporting.
- Financial Planning
- Financial Planning Software allows advisors the ability to produce reports
for retirement planning, estate planning, college funding, capital needs analysis and
income tax planning. Financial planning software can include summary planning
comprehensive planning or modular financial planning.
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