3 Ways to Reach the Next Generation of Investors
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3 Ways to Reach the Next Generation of Investors

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Leading advisors are using their portfolio management and performance reporting platform to not only efficiently manage their firms, but to also close more business by attracting the next generation ...

Leading advisors are using their portfolio management and performance reporting platform to not only efficiently manage their firms, but to also close more business by attracting the next generation of prospects and clients.

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3 Ways to Reach the Next Generation of Investors Presentation Transcript

  • 1. How do you reach the next generation of investors? Copyright © 2013 Advent Software, Inc. All rights reserved.
  • 2. This communication is provided by Advent Software, Inc. (“Advent”) for informational purposes only and should not be construed as or relied on in lieu of, and does not constitute, legal advice on any matter whatsoever discussed herein. Advent shall have no liability in connection with this communication or any reliance thereon. Advent and the ADVENT logo are registered trademarks of Advent Software, Inc. All other products or services mentioned herein are trademarks of their respective companies. Information subject to change without notice. Copyright © 2013 Advent Software, Inc. All rights reserved.
  • 3. Gen X and Gen Y investors are poised to control over $28 trillion in assets in the next 10 years… Source: 2011 US Generation X and Y investor investable assets from Cerulli Quantitative Update: Retail Investor Product Usage 2011 of <40-years old market share applied to 2011 FRB total US investable assets. 2020 US Generation X and Y investor investable assets assumes Deloitte: A New Breed -Opportunities for Wealth Managers to Connect with Gen X and Y assets through 2018 remains constant through 2020 and TD Ameritrade Institutional internal analysis. Copyright © 2013 Advent Software, Inc. All rights reserved.
  • 4. How can you reach them? Copyright © 2013 Advent Software, Inc. All rights reserved.
  • 5. Pitch books… Copyright © 2013 Advent Software, Inc. All rights reserved.
  • 6. Pitch books… quarterly reports… Copyright © 2013 Advent Software, Inc. All rights reserved.
  • 7. Pitch books… quarterly reports… …are not snail mail… going to cut it. Copyright © 2013 Advent Software, Inc. All rights reserved.
  • 8. They want 24 x 7 on-demand access to their assets. Copyright © 2013 Advent Software, Inc. All rights reserved.
  • 9. 3 ways your firm can show it understands today’s technology and today’s investors. Copyright © 2013 Advent Software, Inc. All rights reserved.
  • 10. 1 Make information available to multiple devices. Your firm’s technology must be capable of delivering your clients’ financial data anytime, anywhere, to any device. Copyright © 2013 Advent Software, Inc. All rights reserved.
  • 11. Provide a 2 complete picture of your client’s assets. Report on all your clients’ assets, even those not under your control. Let clients know your firm is focused on their success. Copyright © 2013 Advent Software, Inc. All rights reserved.
  • 12. 3 Tell your story better… close more deals. Tell your story using elegant, graphical, and configurable dashboards and reports. Demonstrate how your firm has helped others accomplish similar goals. Copyright © 2013 Advent Software, Inc. All rights reserved.
  • 13. Explore how innovative portfolio management and reporting technology with the right partner can help you. Copyright © 2013 Advent Software, Inc. All rights reserved.
  • 14. Get in-depth insight about the mission critical role technology plays for advisors today. Download our free Close More Business Information Kit www.Advent.com/CloseMoreBusiness Copyright © 2013 Advent Software, Inc. All rights reserved.