Benefits for Broker-Dealers and Service Providers

Program Portfolios^® are designed to provide the following benefits to your firm and your financial consultants:

• Provide a high quality fixed income alternative at a cost that is competitive with separately managed accounts, bond funds or exchange traded funds;

• Provide custom, strategy-based portfolios of individual bonds to a larger market of customers using an approach that streamlines and simplifies the fixed income investment process;

• Increase client service levels to exceed those of third-party money managers while avoiding related management fees;

• Identify more transaction opportunities with automated account monitoring and mining capabilities;

• Improve your firm's ability to sell individual bonds with technology and methodology that enhance sales efforts;

• Increase your consultants’ confidence with fixed income investments, as well as their confidence in the professional services that support their sales efforts;

• Increase your consultants’ credibility with customers as fixed income experts;

• Differentiate your firm from the competition with customized portfolios, better customer service and the ability to maintain closer client relationships;

• Provide an exceptional customer relationship experience that demonstrates continual account monitoring and a high level of regular interaction with customers;

• Automate the portfolio management and transaction workload so minimal staffing levels and effort are required to support the process;

• Provide a scalable technical solution that will support your firm's continued asset growth and will enable your firm to manage and analyze fixed income account holdings more effectively than ever before.