http://www.TechGuideforLAInvestmentAdvisors.com Are Los Angeles Investment Advisors Underweighted in Technology? (SlideShare) New technologies have made Los Angeles investment advisors jobs easier. Is your firm using all of these new solutions? Copyright (C) FPA Technology Services, Inc. All worldwide rights reserved.

1. Are Los Angeles Investment Advisors
Underweighted in Technology?
Courtesy of FPA Technology Services, Inc.
http://www.TechGuideforLAInvestmentAdvisors.com

2. Sponsored by
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Craig Pollack
Founder & CEO
From customer relationship
management to improved
allocation advice to risk analysis,

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Craig Pollack
Founder & CEO
there are digital options
that can make practically every
aspect of an advisor’s
life easier

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Craig Pollack
Founder & CEO
Customer Relationship
Management

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It helps the advisor
keep track of events,
oversee client accounts,

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Founder & CEO
automate certain processes such as
invoicing and client
communications

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Founder & CEO
and keep track of what other team
members are doing through group
calendars

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Founder & CEO
By using the CRM to manage these
activities,

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Craig Pollack
Founder & CEO
investment advisors can
concentrate on making money for
their clients and improving the
overall value of the firm

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Founder & CEO
Dedicated Portfolio Management

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Industry-approved management
software enables an advisor to
deliver a quality outcome at low
cost,

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a formula that ensures
client loyalty

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The automation aspect
of portfolio management
software allows withdrawals,
deposits, dividend reinvestment,

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and other cash flow activities to
be rebalanced on an ongoing
basis, with short-
or long-term goals in mind

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Risk Analysis

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Current versions of most
risk analysis solutions also make it
easier for investment advisors to:

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• Operate more efficiently with
completely automated risk
reporting

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• Demonstrate compliance by
producing the routine reports
now demanded by
regulators

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• Meet the heightened
requirements for reporting and
transparency

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• Make improved investment
decisions by creating a
detailed risk overview across
several asset classes

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Bottom Line

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Los Angeles investment advisors
really should give these programs
a test drive

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and keep their eyes open
for new ones

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to maintain a competitive edge in
this increasingly software-driven
industry

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Craig Pollack
Founder & CEO
Do you believe that your
firm is making the most
of the investment advisor
technologies on the market
today?

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

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