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


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• Audit trail and security

for compliance


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• Adaptability to changing

regulatory requirements

worldwide


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• Comprehensive,

customizable client reporting


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• 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


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• Chart risk-adjusted

comparisons to benchmarks

and indexes


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• Monitor alternative

investments


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• Automate complex

billing scenarios


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Bottom Line


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The properly selected

Portfolio Management System

will strengthen the firm’s

competitive advantage


Sponsored by



and free the advisor

to focus on what’s important:

servicing and generating

wealth for their clients


Sponsored by



Has your technology partner

introduced you to the best

portfolio management

software?


Sponsored by



Have they made a positive

contribution to your firm’s

efficiency and effectiveness?


Sponsored by



Let us know your thoughts

in the Comments box below


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