Portfolio360 is an easy to use Web-based portfolio management solution for financial advisors serving the full range of wealth management clients and prospects.
Portfolio360 integrates the elements of a successful wealth management program that will not only meet client expectations but set your firm apart from the crowd. Portfolio360 is a powerful tool that allows your advisors to easily lead a client through the entire process from an initial profiling interview to a personalized investment plan to a highly professional proposal to customized agreements and policy statements in a single meeting.
Portfolio360 Features:
Personalized Risk Profile
Portfolio360 uses a profiling process to evaluate the client's current portfolio and measure the clients risk tolerance. The result is a risk profile that compares the risk rating of the client's current portfolio to the risk rating of the proposed portfolio. The profile can be customized to include your firms' specific criteria.
Asset Allocation
The asset allocation part of the platform allows you and your firm to create highly customized investment plans or to use a predefined set of investment options and portfolios based on each client's preference and your firm's or your investment partner's investment offerings. Portfolio360 provides a wide range of investment plan analysis tools to help advisors and clients evaluate their proposals including risk/return analysis, diversification analysis, historical performance analysis, returns analysis (before & after fees).
Investment Manager Selection
Portfolio360 includes a wide selection of Mutual Funds, Separately Managed Accounts, and Exchange Traded Funds. Advisors can select from this broad array of investments or predefine a set of preferred investment options and portfolios from specific investment managers.
Proposal Generator
Once the advisor has developed a financial plan, proposed an investment strategy and recommended an investment plan Portfolio360 allows the advisor to quickly and easily generate a highly professional comprehensive client proposal with full color graphics. The ability to deliver a high-quality investment proposal instantaneously enables advisors to capitalize on opportunities immediately and make a positive impression on the client.
Investment Policy Statement and Investor Contracts
The Portfolio360 platform generates a signature-ready investment policy statement (IPS) that integrates all the information collected in the profiling process and the investment recommendations made as a result. This enhances the communication process with the client and reinforces the investment compliance process.