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| Many asset managers struggle to understand
what role the Internet should play in their business model. Some firms
think that offering a web portal will offend clients who have come
to rely on personalized service for all matters big and small. Other
firms believe that if they don’t offer all the “bells
and whistles” through a client web site, they will be viewed
as archaic. |
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| Offering too many “bells and whistles”
may alienate clients and prospects who have come to rely on a high
level of personalized investment advice and on-going service. In contrast,
not offering a web portal will likely estrange a large segment of
clients and prospects that have come to rely on the web as an effective
tool for managing so many aspects of their daily financial lives.
Furthermore, not offering a web portal puts a strain on your marketing
and client service resources. Instead of exclusively focusing on providing
proactive client service and developing new business, your staff can
be rendered reactive, slow, and unfocused because they are continually
responding to inbound client/prospect inquiries for basic firm or
account level information. |
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| Regardless of what camp you fall into,
one fact remains clear – the Internet is here to stay and cannot
be ignored! To have a truly effective sales/client service strategy
and to remain efficient, asset managers need to offer a secure web
portal so clients/prospects can have the option of “self-service.”
Clients demand and deserve effective, consistent, and timely communication
regarding their investment portfolios. Asset managers who fail to
deliver information via the web face a competitive disadvantage in
the marketplace – particularly if their performance returns
are lagging |
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| Assette Portfolio Access solves the problem
by enabling asset managers to provide a secure, easy-to-use web portal
so their clients can access customized portfolio information and other
important financial data. |
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| Assette Portfolio Access allows you to: |
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- Automatically extract and aggregate client portfolio data from
standalone investment systems.
- Offer your clients an easy-to-use and secure self-service tool
where they can access account information such as holdings, transactions,
cash balances, and performance data. Moreover, you can provide
in-depth market commentaries and third party content such as stock
quotes, news, research, and regulatory updates.
- Provide consolidated client information to client service staff
so they can efficiently respond to client inquiries that require
human intervention.
- Provide different levels of user access to clients, employees,
consultants, etc.
- Enhance your corporate brand by providing a private labeled
secure client website.
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