Project Main Details
Joe is a financial advisor.
Joe works hard to grow his business while always acting in the best interest of his clients.
Joe follows a process to discover, propose, implement, monitor and review his client relationships, but wonders how he can be more efficient, while demonstrating that he is fulfilling his fiduciary responsibilities?
ABC Correspondent Services is about to save the day.
Based on our vision for where the wealth management industry is heading over the next decade, we have designed and built an innovative, integrated, next generation technology platform called BLACK.
BLACK integrates the capabilities of best in breed technology providers, from the ABC Correspondent Services Marketplace, to bring Joe a turn-key solution he can use to manage his business efficiently and cost effectively as his responsibilities transform.
BLACK comes with an integrated client relationship management system, or CRM, to help Joe keep track of his client relationships.
With a view of his clients’ assets held at other financial institutions, an account aggregator gives Joe the ability to understand his clients’ full financial picture.
Joe can help his clients plan for the future by collaborating with them to create a robust financial plan.
He can also show clients if their portfolios match their unique appetite for risk.
These discussions with clients may lead to a new portfolio or portfolio rebalance. Joe can do that in BLACK as well.
Do you like what ABC Correspondent Services has built for Joe? Contact us to get started.
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