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AGILITY: Investments™

Helping build a profitable managed accounts business

AGILITY: Investments™ provides a consolidated view of all client holdings--for both individual portfolios and across client portfolios. Portfolio information can include system-administered investments coming from back-office systems, as well as non-system administered products entered by the agent. The result is a full view of client holdings. Powerful management capabilities support better service, the identification of opportunities for cross- and up-sell, and enhanced performance measurement.p>

Combine Information for Full View of Client Holdings

Share system-administered investments and add and track non-system administered investments for a full summary of client holdings. Carriers have the option of allowing agents to add non-system administered investments in a "private” mode that can only be viewed by the agent.

View Investments by Individual or Across Clients

Additional tables enable agents to quickly view all client holdings and drill down to details on each sub-account. Agents can also view investments, sub-accounts, and products across all their clients allowing them to better manage their entire client base.