Engaging Your Clients

As a “Thank you!” to our valued advisors, we built the Impact Series Portal to help service clients and win new business. You can guide a client/future client through an intuitive profiling process, have the appropriate models selected in real time, and generate a printable Investment Policy Statement – all directly through this application.

1

Client Profiling App

Easy to use risk tolerance & capacity tool to better understand your prospect and guide to the appropriate allocation
2

Custom Reviews

On-demand statement upload to help you target new opportunities
3

Market Updates

Timely talking points to help you communicate through changing markets
4

Model Updates

The latest suggested allocations, specific to your custodian
5

Performance Updates

Most recent live performance vs. relevant benchmarks

Could Your Business Benefit From An Expanded Investment Team?