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Your clients count on you to have their complete financial picture in mind as you help them build and preserve wealth. Delivering all-encompassing portfolio views and reporting can help you demonstrate your value as your clients’ trusted financial professional.
Offer the best possible advice—and show clients why strategies are appropriate
Sometimes clients want to know why you make certain recommendations. And they always want to know whether they are on track. Increasingly, clients also want their financial professionals to be able to put performance numbers into perspective for them.
We have selected Addepar to help us deliver a robust client reporting solution. Addepar is an industry leader that offers a full suite of analysis and reporting tools coupled with a dynamic interface that we think offers a premium experience to our clients.
Our performance reporting solution unifies client data into a format that is simple for you to evaluate. It also helps you easily serve up the information your clients need to see to review performance.
Speak with a representative to learn more or schedule a demo.
Use our world-class financial services platform to attract new clients and do more business with the clients you already have.
Let us help make the way you transact business faster and easier, so you can focus on building your business and serving clients.
If your business model includes acting as a broker-dealer, AdvisoryLink can help create efficiencies for your business.