"Investors are increasingly relying on advisors for help managing their portfolios," said Brian Rom, President. "We've designed a platform that integrates sophisticated portfolio technologies with an efficient delivery mechanism that will allow advisors to develop meaningful investment strategies for their clients while minimizing the amount time they need to spend on non-productive tasks such as data entry and report generation."
The Asset-Allocation Proposal GeneratorÃ¢ can be deployed as a stand-alone system or integrated with an institutionâs CRM and client-servicing databases. The system consists of three separate consoles â broker/advisor, administrative, and analyst. Each is designed to make the brokers/advisors task of completing accurate, robust, useful client proposals as simple as possible.
Investment Technologies was founded in 1986. Since then IT has provided solutions worldwide to hundreds of brokerages, advisory firms, institutional investment managers, investment consultants, independent financial planners, 401(k), 403(b) and 457 plan service providers, Internet financial portals, and corporate retirement plan sponsors.