Blaze Portfolio > Blog > BlazePortfolio News – 5 Ways to Talk to Clients about Atom Align
BlazePortfolio News – 5 Ways to Talk to Clients about Atom Align
BlazePortfolio Newsletter
May 10, 2012
5 Ways to Talk to Clients about ATOM ALIGN
Advisors and clients don’t usually talk about operational technology.
Here are five reasons why you should not only bring up the topic but leverage the discussion as an example of how you have their best interests in mind.
The RIA industry continues to embrace technology and its ability to increase efficiency, but the ability to reduce risks may be of greater importance.
One advisor technology that can significantly reduce business risk and save time is an order management system (OMS).
Financial Advisors often use Excel spreadsheets to manage investment strategies and then a manual process for trading. This workflow provides unparalleled flexibility but is also a cumbersome process that will expose an advisor to potential business risks.
Investment philosophies tend to fall into one of two categories: passive or active. With market volatility the new norm, advisors are looking a hybrid approaches or tactical overlay.
A recent Barron’s article highlights advisory firms with strategies that contain both long-term allocation targets and shorter-term allocations. A challenge these firms face is how to globally manage long-term and short-term strategies easily across many accounts.
A recent Barron’s article highlights investment strategies with both long-term allocation targets and shorter-term allocations. The challenge is how to globally manage long-term and short-term strategies easily across many accounts.
Here are five reasons why you should not only bring up the topic of operational technology with clients, but also leverage the discussion as an example of how you have their best interests in mind.
