As broker-dealers continue to face an increasing series of challenges, including thinning margins, high payouts, and external regulatory pressures, establishing leaner and more efficient internal processes becomes an attractive differentiator in their quest to attract high producers.
Our platform enables broker-dealers to offer to their reps access to a compelling platform conceived to help advisors to manage and grow their businesses in a more efficient manner. The intrinsic value of our platform hinges on its unique ability to automate workflows for the OSJ and vertically integrate firm specific processes through a single, intuitive, Web-based portal.
What differentiates top-tier producers from their less successful peers is their ability to leverage technology to automate processes and invest that time in client service and prospecting. Numerous notable industry studies confirm that reps that manage spend up to 65% of their time working with clients are capable of generating 800% more than the industry average producer.
The core value of our technology integration rests in the ability to have all your existing applications seamlessly communicate among themselves -- your custodian communicates with your portfolio accounting application and both interface with your portfolio planning software.
Broker-dealers that currently implement our technology report that on average their reps become more productive, as they are able to dedicate up to 30% more time in servicing their client relationships and generating additional revenues.
