We are living in very exciting times, digital technology is changing many aspects of our lives and for those professionals who work in the financial sector, there are customisable solutions in the form of a cloud-based management system that can be accessed at any time and from any location.
Creating client presentations
Enter the data into a pre-designed template and you can create stunning client presentations with ease. Personalise the presentation and import the client data into portfolio objects, with engaging slideshows that can be saved as a PDF when the meeting is over. What used to take hours can now be created in minutes and you have access to many powerful features.
Wealth management
A cloud-based wealth management solution helps client to clearly see how their assets are managed and when you enter data such as securities listing and managed funds, figures are automatically updated. The portfolio interface makes it easy to navigate, with property, managed funds and cash deposit icons, you simply add the data and the pages are updated.
Cloud-based portfolio management
Migrating all your data to a secure cloud network brings many benefits to the table; you can access your data from any location; if you are meeting a client, login and bring up their portfolio, it really is that easy.
How much time do you spend compiling client reports?
One of the top benefits of a cloud-based portfolio management platform is the speed in which you can create reports for clients; it is a game-changer for busy financial advisers and if you would like to learn more, search online for Australia’s leading managed portfolio program and start your journey to efficient portfolio management. Click here to find out how AI is transforming education in 2024.
Optimise tax outcomes for your clients
Using a cutting-edge portfolio management platform enables you to optmise tax outcomes for your clients; the timing of transactions can make big difference when it comes to CGT and your clients will be happy that you are always looking for ways to minimise taxation.
Improve Client Value Proposition (CVP)
Many financial advisers report that using a managed portfolio platform improves their CVP through improved transparency and better client understanding, which is likely to lead to increased client engagement. Changes are automatically made through all client accounts, reducing the amount of time you need to spend updating, which is another main benefit of using a managed portfolio platform.
Deliver consistent client outcomes
Using a managed portfolio platform allows you to consistently deliver client outcomes by eliminating double handling and automatically updating client portfolios. If you would like to learn more about managed portfolio platforms, start with a Google search to locate Australia’s top platform that financial professionals use to manage client portfolios.
To conclude, using a managed portfolio platform benefits financial advisers in many ways and with software that is designed for the sector, your business will reap the rewards and so will your clients.
