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Portfolio Management Solutions
Portfolio360 Portfolio Manager
Portfolio360 Proposal Generator
Portfolio360 Self Service
Portfolio360 Portfolio Manager is a complete easy to use Web-based
portfolio management solution for financial advisors serving the full range of
wealth management clients and prospects from the growing “mass affluent” market
to the lucrative high net worth market.
Advanced Objects offers the Portfolio360 platform
as a suite of Web based portfolio management solution that integrates all the
elements of a successful wealth management program that will not only meet
client expectations but set your firm apart from the crowd. Portfolio360 is a
powerful tool that allows your advisors to easily lead a client through the
entire process from an initial profiling interview to a personalized investment
plan to a highly professional proposal to customized agreements and policy
statements in a single meeting.
Portfolio360 includes:
Personalized Risk Profile
Portfolio360 uses a profiling process to evaluate the client’s current
portfolio and measure the clients risk tolerance. The result is a risk profile
that compares the risk rating of the client’s current portfolio to the risk
rating of the proposed portfolio. The profile can be customized to include your
firms’ specific criteria.
Asset Allocation
The asset allocation part of the platform allows you and your firm to create
highly customized investment plans or to use a predefined set of investment
options and portfolios based on each client’s preference and your firm’s or
your investment partner’s investment offerings. Portfolio360 provides a wide
range of investment plan analysis tools to help advisors and clients evaluate
their proposals including risk/return analysis, diversification analysis,
historical performance analysis, returns analysis (before & after fees),
and Monte Carlo analysis.
Investment Manager Selection
Portfolio360 includes a complete selection of mutual funds, Separately Managed
Accounts (SMAs), exchange traded funds, equities and fixed income investments.
Advisors can select from this broad array of investments or predefine a set of
preferred investment options and portfolios from specific investment managers
or broker-dealers.
Client Proposal Generator
Once the advisor has developed a financial plan, proposed an investment
strategy and recommended an investment plan Portfolio360 allows the advisor to
quickly and easily generate a highly professional comprehensive client proposal
with full color graphics. The ability to deliver a high-quality investment
proposal instantaneously enables advisors to capitalize on opportunities
immediately and make a positive impression on the client.
Investment Policy Statement and Advisor Contracts
The Portfolio360 platform generates a signature-ready investment policy
statement (IPS) that integrates all the information collected in the profiling
process and the investment recommendations made as a result. This enhances the
communication process with the client and reinforces the investment compliance
process.
Account Opening Documents
Finally, your firm’s account opening documents can be integrated into the
Portfolio360 platform to create an end-to-end solution. The result is a
complete process for capturing a client, developing a sound investment
portfolio, documenting the relationship, and implementing the account.
Contact us
Advanced Objects, Inc
155 North Michigan Avenue
Suite 409
Chicago, Illinois 60601
Phone: (312) 282-6603
Fax: (312) 416-7999
E-mail: info@advancedobjects.com
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