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Leading advisors are using their portfolio management and performance reporting platform to not only efficiently manage their firms, but to also close more business by attracting the next generation of prospects and clients.
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How do you
nextgenerationof investors?
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reach the
This communication is provided by Advent Software, Inc. (“Advent”) for informational purposes only and should not be construed as or relied on in lieu of, and does not constitute, legal advice on any matter whatsoever discussed herein. Advent shall have no liability in connection with this communication or any reliance thereon.
Copyright © 2013 Advent Software, Inc. All rights reserved.
Advent and the ADVENT logo are registered trademarks of Advent Software, Inc. All other products or services mentioned herein are trademarks of their respective companies. Information subject to change without notice.
Gen X and Gen Y investors are poised to control
$28 trillion in assetsin the next 10 years…
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over
Source: 2011 US Generation X and Y investor investable assets from Cerulli Quantitative Update: Retail Investor Product Usage 2011 of <40-years old market share applied to 2011 FRB total US investable assets. 2020 US Generation X and Y investor investable assets assumes Deloitte: A New Breed -Opportunities for Wealth Managers to Connect with Gen X and Y assets through 2018 remains constant through 2020 and TD Ameritrade Institutional internal analysis.
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How can you reach them?
Pitch books…
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Pitch books…
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quarterly reports…
Pitch books…
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…are not going to cut it.
quarterly reports…snail mail…
They want
on-demand
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access to their assets.
24 x 7
3 waysyour firm can show it
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understands today’stechnology and
today’s investors.
Your firm’s technology must be capable of delivering your clients’ financial data anytime, anywhere, to any device.
1
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Make information available
multiple devices.to
Provide a
Report on all your clients’ assets, even those not under your control. Let clients know your firm is focused on their success.
complete picture
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2of your client’s assets.
3
Tell your story using elegant, graphical, and configurable dashboards and reports. Demonstrate how your firm
has helped others accomplish similar goals.
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Tell your story better…close more deals.
the right partner
Explore how innovative portfolio management
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and reporting technology with
can help you.
Get in-depth insight about the mission critical roletechnology plays for advisors today.
Download our free Close More Business Information Kit
www.Advent.com/CloseMoreBusiness
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