Client Reviewis a unique client presentation that reinforces the wealth manager’s “holistic” approach to client services. Typically run quarterly, the individual reports update the client as to overall progress toward goals, as well how well the portfolio and individual assets are performing. The presentation takes advantage of IAS’ unified database, highlighting the importance of integrating portfolio with planning.

Recently a user expressed how much more efficient his plan preparation was using IAS. Before IAS, when he had to foot numbers from multiple systems, he spent 80% of his time preparing for meetings and 20% actually being able to focus on adding value for the client. That is now reversed; 20% of his time is dedicated to data management and balancing values, and 80% of his time is dedicated to real client service!

Users can combine any of the single Client Review reports into whatever “package” they wish, either for one client or a batch of clients. The package might include:

IAS will continue to improve the Client Review, as well as include a number of additional reports in subsequent product enhancements, including planning reports.

To download the Client Review brochure, please click here.

Additional Information

For more details, download our latest Client Review Reports brochure:
Solution 360° - Client Review Reports

For more information, please contact:
sales@iassoftware.com


For more information, please contact:
sales@iassoftware.com