Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors


Archive for July, 2010

Bug Fix Allows Collaboration On A Single File In AdvisorVault

The bug fix to AdvisorVault that I mentioned in my blog entry on June 29  was made a couple of weeks ago, and I just realized I forgot to write an update about that.

Advisors who use AdvisorVault can now share a single file with an accountant or estate planning lawyer.

While you all along have been able to share a client entire vault or a single folder, the bug had prevented advisors from sharing a single file with an outside professional.  

For financial advisors, being able to share client documents securely with attorneys, accountants, consultants, and other allied professionals is an important feature in AdvisorVault.

It’s one of those rare examples where a seemingly small technology feature  provides a big benefit.

Advisors say that collaboration with other professoinals is a natural way of creating a referral network of professionals.

In the course of sharing information about a client in AdvisorVault, allied professionals wind up communicating more efficiently and more frequently. And since secure file-sharing  in AdvisorVault is easy, the feedback I’ve gotten from advisors is that it’s getting used a lot.

Quarterly Market Summary Makes Performance Reporting Easier

Quarterly portfolio reporting can be stressful enough for financial advisors — dealing with delivery of the reports electronically or in the mail is a major hassle — but the task is even more difficult when you must write a market commentary to accompany your quarterly client reports.

Next time you need a quarterly market update to send with your portfolio reports to clients, take a free trial of Quarterly Market Summary from Advisor Products.

Quarterly Portfolio Reporting
Quarterly portfolio reporting is a major hassle for RIAs. Printing, collating, and stuffing is time-consuming, and everything must be absolutely perfect.

When quarterly portfolio reporting is further complicated by having to research and write a quarterly commentary, the project becomes downright stressful.

Making matters worse, the trailing 10-year total return on the Standard & Poor’s 500 stock index shows an annualized 1.6% loss! Long-term investors have been slammed!

Getting help with writing about what’s happening in the markets makes quarterly portfolio reporting easier.

Quarterly Market Update
There is no substitute for your own words in explaining portfolio performance to your clients. So Quarterly Market Summary enables you to personalize your message to your clients.

Most of the content you need to write to accompany your performance reports is comprised of facts about the economy and markets. Quarterly Market Summary provides you with that text. You simply personalize it.

Outsource To Financial Writers
Why reinvent the wheel? Is it smart to spend your time or assign staff to compile statistics summarizing performance of stocks, bonds, industries, interest rates, foreign markets, GDP, inflation, employment, currencies, and other key data? Are you professional writers? Will you proofread everything?

Quarterly Market Summary is written by a seasoned financial journalist. A financial editor with 30 years of experience re-works it. It’s then proofread by yet another financial writer and sent for review to several financial advisors.

Quarterly Market Summary is delivered in a Microsoft Word document so that you can rewrite and repurpose it easily.

Quarterly Market Summary Free Trial
To take advantage of our no risk, free trial offer, register with Advisor Products. Registration also gives you access to replays of our educational webinars and our MarketingSmart e-newsletter for advisors.

If you are already registered with Advisor Products, log in here for your free trial of Quarterly Market Summary.

To see a sample and get more information about Quarterly Market Summary, visit our site.

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