Concord Launches New Web Site Highlighting Outsourced

Wealth Management Solutions

 

www.concordwealthmanagement.com

Matawan, NJ- March 7, 2007Concord, 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