Power of a Unified Solution
How is a single, unified solution better than multiple, disparate applications cobbled together with “feeds” and interfaces? It’s simple. One structure, one database, all designed to interact effectively. You can’t achieve this any other way. A client’s financial life overlaps and intersects – family and community goals & objectives involve not just how a client saves and invests, but how these decisions relate to their taxes, cash flow considerations, estate issues, business decisions. These important concerns don’t happen in isolation; they are interrelated – like IAS.
Just consider the benefits.
• A unique “Client Review” presentation that accomplishes the “360°” look at your client: including portfolio performance, progress toward goals, current balance sheet, tax and cash flow projections, customized marketing message and client “to do” list.
• Transaction-based planning which takes into account the tax and cash flow impacts of security transactions, including projections using current product distribution data. Current year tax estimates more accurate based on actual gain/losses and distributions.
• Alerts which handle the intersection between planning goals and the consequences of investment decisions.
• Superior client relationship management with the ability to monitor events that need your attention or client contact.
• Enhanced compliance monitoring and assistance with easy retrieval of the right information at the right time.
• The ability to ensure your client’s investment policies stay consistent with their financial goals and risk profile.
• Practice management where you reduce your risk by staying on top of the critical exposures.
• Professionally delivered “client portal”, where you customize the information you provide to your client’s on line.
• An “advisor portal” which helps you to quarterback your client’s other professional relationships, facilitating and automating communications.
• Office Anywhere. A click away from everything you need wherever you are.
Multiple packages – you know the pains:
- Multiple points of failure:
- Software updates and versions not always properly synchronized.
- Recovering from various backed up data sources is error prone.
- Multiple points of support:
- Knowing who to call if there is a problem.
- Finger pointing between providers as to whose system caused the problem.
- Difficulty in Producing Consolidated Reports:
- A unified solution lends itself to producing a professional consolidated set of reports combining Planning, Portfolio and CRM elements. All with one look and feel, without manual intervention.
- Multiple User Interfaces and Solutions:
- Increased learning curve for new users as well as confusion between solutions.
- No single sign-on for web access, makes the “virtual office” more complicated.
- Sacrifice of Detailed Data:
- Most of the “integrated” solutions pass data at the summary level, losing important detail information; making updating a nightmare.
- A unified solution allows for the depth, breadth and complexity of connected data in a fashion that supports complex “data mining”.
For more information, please contact:
sales@iassoftware.com