Our technology platforms are completely integrated. Our proposal system generates a professional presentation which includes portfolio performance and risk analysis relative to benchmarks. In addition, all forms necessary for the custodian chosen will be generated and populated with the client data. Also, our client billing, institutional trading and performance reporting systems are completely integrated for timely and accurate data in servicing your clients.
Our Advisor Service Team provides account opening as well as ongoing support with transactions, manager changes, transfers and many other service requests.