Are Los Angeles Investment Advisors Underweighted in Technology? (SlideShare)

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http://www.TechGuideforLAInvestmentAdvisors.com Are Los Angeles Investment Advisors Underweighted in Technology? (SlideShare) New technologies have made Los Angeles investment advisors jobs easier. Is your firm using all of these new solutions? Copyright (C) FPA Technology Services, Inc. All worldwide rights reserved.

Tecnología

Are Los Angeles Investment Advisors
Underweighted in Technology?
Courtesy of FPA Technology Services, Inc.
http://www.TechGuideforLAInvestmentAdvisors.com

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
From customer relationship
management to improved
allocation advice to risk analysis,

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
there are digital options
that can make practically every
aspect of an advisor’s
life easier

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
Customer Relationship
Management

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
It helps the advisor
keep track of events,
oversee client accounts,

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
automate certain processes such as
invoicing and client
communications

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
and keep track of what other team
members are doing through group
calendars

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
By using the CRM to manage these
activities,

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
investment advisors can
concentrate on making money for
their clients and improving the
overall value of the firm

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
Dedicated Portfolio Management

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
Industry-approved management
software enables an advisor to
deliver a quality outcome at low
cost,

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
a formula that ensures
client loyalty

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
The automation aspect
of portfolio management
software allows withdrawals,
deposits, dividend reinvestment,

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
and other cash flow activities to
be rebalanced on an ongoing
basis, with short-
or long-term goals in mind

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
Risk Analysis

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
Current versions of most
risk analysis solutions also make it
easier for investment advisors to:

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
• Operate more efficiently with
completely automated risk
reporting

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
• Demonstrate compliance by
producing the routine reports
now demanded by
regulators

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
• Meet the heightened
requirements for reporting and
transparency

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
• Make improved investment
decisions by creating a
detailed risk overview across
several asset classes

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
Bottom Line

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
Los Angeles investment advisors
really should give these programs
a test drive

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
and keep their eyes open
for new ones

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
to maintain a competitive edge in
this increasingly software-driven
industry

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
Do you believe that your
firm is making the most
of the investment advisor
technologies on the market
today?

Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig Pollack
Founder & CEO
Let us know your thoughts
in the Comments box below

Copyright © FPA Technology Services, Inc.
Learn How to Protect Your Firm’s Technology With
the Right IT Service Provider
Download Your Free Guide
Investing in High Net Worth Clients:
The LA Investment Advisor’s Guide to Using
Technology to Manage and Grow Your Firm
Now at
http://www.TechGuideforLAInvestmentAdvisors.com

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