Current and planned reports include:
We have reengineered the way portfolios are managed. With our system, the functions of client-facing portfolio managers are split into three parts delegated to three different groups: the investment policy committee, the advisor and the overlay manager.
This restructuring allows for greater efficiency, consistency and compliance to firm regulations. But more importantly, it allows advisors to spend more time with their clients and provide each with personalized and tax-optimized portfolios.