Concord’s highly customizable wealth management platform will enable your organization to:
- Enter the fee-based wealth management market quickly and with little up front cost
or
- Strengthen your existing presence in the wealth management arena
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Create a powerful, customized investment product platform
- Offer institutional-quality, third-party investment management, chosen through a rigorous, impartial due diligence process
- Include your value-added proprietary products
- Increase fee-based assets under management by attracting new business development officers — and making existing advisors more productive
- Provide clients with custom-tailored investment strategies and highly competitive investment solutions
- Reduce compliance risk across all client accounts
- Reduce paperwork and account administration associated with rebalancing, cash management and other account services
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Capabilities and Products Include:
- Automated Back Office Processes
- Automated Client Service Processes
- Integrated Investment Platform
- Separately Managed Accounts (SMA)
- Unified Managed Accounts (UMA)
- Mutual Fund and ETF Platform
- Portfolio Management System
- Portfolio Analysis Tools
- CFAI (AIMR) Performance Reporting
- Data Management
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