Webinars With Industry Experts

Sizing Up Performance Reporting Outsourcing Solutions

With fees down yet clients more demanding than ever, outsourcing performance reporting is a more attractive choice for many advisors.

Today's best systems meet requirements for customization and are backed by companies with expertise in investment operations and processes. But many differences separate outsourcing solutions.

At this session, you'll learn how to evaluate an outsourcing provider and see features being offered by one of the industry's leaders, Advent Software. You'll also learn:

  • When to consider outsourcing reporting
  • How much time reporting tasks should take
  • The typical costs of outsourcing

Michael Lobosco is Director of Advent Outsourcing Services at Advent Software. Prior to Advent, Mr. Lobosco held director-level roles at several venture-backed portfolio management outsourcing companies. He began his career in financial services at Bankers Trust and Chase Manhattan Bank.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
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  • Increase your follows and fans on social media
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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