Concord Launches New Web
Site Highlighting Outsourced
Wealth
Management Solutions
www.concordwealthmanagement.com
Matawan, NJ-
March 7, 2007 – Concord, a leader in
outsourced wealth management solutions, has launched a new Web site (www.concordwealthmanagement.com)
to highlight its comprehensive managed
account platform for banks and other organizations in the fee-based investment advisory
business.
According to Alan F. Gavornik,
Concord's Executive Managing Director, “The new Web site provides visitors with a
vivid understanding of the comprehensiveness of Concord’s wealth management platform and its ability
to be highly customized to promote a client’s brand and business model.”
The site illustrates how Concord employs its technological prowess and
universal architecture to help banks, family offices, broker/dealers and
other financial services organizations compete at a higher level in the growing
fee-based investment advisory business.
Concord’s
Web site is divided into three sections: Our
Company, Our Capabilities and Our Clients:
Our Company provides an overview of how
Concord’s platform benefits financial services companies; explains the firm’s
consultative approach to working with clients; introduces the firm’s senior
management team, and contains a number of case histories.
Our Capabilities is divided into three
distinct modules that focus on Concord’s
Wealth Management Platform, Technology and Ancillary Products. Mr. Gavornik noted
that many visitors may be surprised by the breadth and sophistication of Concord’s
back-office technology, product platform and consultative services. “The range of our capabilities has been a
rather well-kept secret, and this site should help to remedy that,” he said.
Our Clients describes how Concord
addresses the competitive challenges that face bank wealth management and trust
units, RIAs, family offices, regional brokerages, CPAs, law firms and insurance
companies.
Additionally, visitors to the site can access the Concord
Dashboard, which provides fee-based
advisors with a broad range of analytical tools that can be customized to their
specifications.
“You
can scan Concord’s story very
quickly on the site or opt to spend a considerable amount of time looking under
our hood,” Mr. Gavornik said. “In either case, we believe it becomes manifestly
clear why Concord has attracted
more than 20 bank clients in just a little over a year.”
About Concord
Concord helps financial services organizations compete at a high level in
the growing, fee-based investment advisory business by providing clients with a
comprehensive wealth management platform that can be fully-customized and
quickly brought to market, at a reasonable cost. Concord
works with clients to integrate their service and product strengths into their
own, proprietary private labeled technology platform that respects and reflects
their brand. Concord’s clients represent
a wide range of financial organizations, including trust companies, banks,
broker/dealers, clearing firms, insurance companies and independent advisory
firms.
For further information, please contact Holly Hankins, 732.335.0800 ext. 9719, h.hankins@concordwealthmanagement.com