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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.
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