http://www.TechGuideforLAInvestmentAdvisors.com Best Portfolio Management Software Choices for LA Investment Advisors (SlideShare) This article examines three of the best portfolio management software solutions. Which is best suited for your LA investment advisory firm? Copyright (C) FPA Technology Services, Inc. All worldwide rights reserved.

1. Best Portfolio Management Software
Choices for LA Investment Advisors
Courtesy of FPA Technology Services, Inc.
http://www.TechGuideforLAInvestmentAdvisors.com

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Craig Pollack
Founder & CEO
Portfolio management is
an LA investment advisor’s
core business activity

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Craig Pollack
Founder & CEO
Advent Axys/APX
Features:

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Founder & CEO
• Advanced performance
measurement

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Founder & CEO
• Multi-asset class
and multi-currency
accounting capabilities

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Founder & CEO
• Audit trail and security
for compliance

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Founder & CEO
• Adaptability to changing
regulatory requirements
worldwide

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• Comprehensive,
customizable client reporting

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• Integration with
client relationship data

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Craig Pollack
Founder & CEO
Schwab PortfolioCenter
Features:

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• A combined view of your
clients’ investment accounts
no matter where they’re held

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• Efficient data management
with user-friendly tools

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• An easy interface
that allows you to make
timely decisions with the
right information

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• Customized client billing
and reporting that’s visually
pleasing and full of
information

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• Enhanced security features
to help you control and
monitor user access to
your firm’s data

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Founder & CEO
• Industry-leading support and
service dedicated to helping
you get the most out of your
technology

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Founder & CEO
Advisor Xi by Tamarac
Features:

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• Individualized performance
reports

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• Clear and timely
communications

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• Customizable branding
of the client portal

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• Powerful composite reporting

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• Chart risk-adjusted
comparisons to benchmarks
and indexes

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• Monitor alternative
investments

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• Automate complex
billing scenarios

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Bottom Line

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The properly selected
Portfolio Management System
will strengthen the firm’s
competitive advantage

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Founder & CEO
and free the advisor
to focus on what’s important:
servicing and generating
wealth for their clients

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Has your technology partner
introduced you to the best
portfolio management
software?

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Founder & CEO
Have they made a positive
contribution to your firm’s
efficiency and effectiveness?

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Founder & CEO
Let us know your thoughts
in the Comments box below

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