How Cloud Solutions Can Benefit Financial Advisors in Australia
The financial advisor offers a multitude of services to many clients, each with their own financial goals and needs. For a busy professional, that’s a lot to manage, which is why financial service providers use the cloud. The term ‘cloud’ assumes the data turns into thin air, when in fact, a cloud network is a secure platform hosted on remote servers.
Secure cloud network
The Managed IT services company can set up and configure your cloud and you can import all your data, including all client portfolios; with professionally managed accounts that you can access from any location. Cutting-edge software is designed for financial advisors and very powerful features boost your business. There are Australian developers with the perfect platform for financial professionals and they can be found with an online search; talk to the experts about managing client portfolios, they have all the solutions.
Customise portfolios
Having the ability to tailor a portfolio to a client’s needs is paramount; you can remove certain investment options to provide focus and tailor investment strategies to suit the client. The leading Australian hub has more than 150 managed portfolios on its public menu, which means you can help clients diversify their investments. Developers listen
Access your data from any geographical location
Whether you are in Sydney, Melbourne, or indeed London, all you need is a digital device and you can instruct in real-time and changes flow directly into the client’s database, reducing your business processes. Of course, you can issue usernames and passwords to authorised staff such as bookkeepers and accountants, plus you decide who has access to what. Click here for day trading tips.
Tax optimisation for your clients
Using Australia’s top-managed portfolio platform means you can optimise tax benefits for your clients, which they will appreciate. You can, for example, estimate CGT incurred from delays in switching and transactions, and then model various tax consequences.
Instant implementation
The top-rated managed portfolio platform implements advisor instructions instantly, which ensures that all client accounts are up-to-date. If you would like to learn more about the many services offered with a managed portfolio platform, Google can take you to their website and they are always happy to share a Zoom call to discuss your needs. Happy clients lead to new connections and by optimising your time, you have more time to spend on other aspects of your business.
Many financial advisors report they enjoy increased client engagement by using managed portfolios and it does make perfect sense to use secure online managed portfolio platforms that are designed for the financial advisor. A wide array of powerful online tools empower you in many ways while client retention improves and everyone is on the same page. As your client base expands, your secure online platform is scalable and you will become a well-respected professional and maybe even win a few awards.
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