Introduction Question
This Client Type provide financial planning and portfolio management services to high net worth individuals and families with sizeable assets.
What is a Wealth Manager?
Wealth Management firms offer these services to help clients achieve their financial goals.
What is Financial Planning?
This is an excellent way for Wealth Manager’s to stay in the loop of their Client's wants and needs. Often reviewing portfolio performance and future recommendations.
What is a Client Meeting?
High Wealth Individuals or Families that reach out to Wealth Managers for financial planning needs.
What is Clients/Advisors Client's
This application in the workstation makes it easier than ever to start evaluating your portfolio instantly, with over 5,000 available benchmarks you can calculate your portfolios overall health throughout the day
What is Portfolio Analysis 3.0?
A Wealth Manager is incentivized to grow their clients assets since their revenue is directly tied to roughly 1% of this growth.
What is Assets Under Management (AUM)
Using many tools that Factset provides, including Research Management Solutions (RMS), StreetAccount, Portfolio Analysis and Screening, Wealth Managers are able to ensure that they are staying up to date within the market.
What is Market Research?
This is the Backbone of a Wealth Manager’s Strategy, often providing research, ensuring compliance, and analyzing risk for the Wealth Mangers portfolio’s
What is the Home Office?
Facilitates communication and enables Advisors to securely deliver personalized, digitally enabled portfolio information to their clients.
What is Wealth Management Portal?