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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

Advisory Investment Proposal Tool – create customized Manager Select and Personal Wealth Portfolios 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.

Wealth Management Presentation Builders – quickly and easily create customized presentations for Manager Select, SAM, Optimum Market Portfolios and Personal Wealth Portfolios prospects.