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Advisory Resources


Providing professional asset management and first-class client service is crucial to your success as a financial advisor. Yet both can be significantly time consuming. The following

advisory resources

were designed to work in conjunction with our investment platform choices to help you to optimize your time and run a profitable practice without sacrificing quality client servicing.

Advisory Calculators – A broad range of fee and conversion calculators are available online at our Resource Center.

  • Fee-based conversion calculator
  • Advisory practice valuation calculator
  • Manager Select pricing calculator
  • SAM/SAM II fee calculator
  • Personal Wealth Portfolios pricing calculator
  • Model Wealth Portfolios pricing calculator

Investor Presentation and Proposal Tool – create customized proposals for your high net worth clients.

Portfolio Review Tool (PRT) – use this powerful tool to provide an immediate asset allocated representation of client or prospect portfolios as they relate directly to specific positions and investment objectives. The SAM RebalanceNow feature has been added to the Portfolio Review Tool, allowing you to rebalance accounts quickly and easily.