Technology is changing the way we serve and provide value to our clients. This isn’t to say that technology is here to replace the human component, but rather complement and enhance it. Besides the human touch, one of the main reasons our clients choose to work with us is because of our investing and financial expertise. However, as your business begins to grow and scale, handling portfolio management for 10+ clients on a daily basis can get tricky.
With so many different portfolios and investment types, it’s easy to blur the management of what, where, when, and how to allocate stocks and money into each portfolio to meet each client’s specific goals. That’s why we created Benjamin to include a specific feature that helps advisors better manage portfolio allocations and notifications.
Portfolio Management Alerts
Benjamin’s customer alerts function allows you to be notified when a client’s portfolio goes above or below your preset allocation. This way you’re able to better track when you need to make adjustments and can spend only needed time on allocations for each client’s portfolio.
An added bonus to this feature is that it helps you communicate vital changes to your clients. No client should ever be kept in the dark about their finances, and should know when things are good and bad in a timely manner. These notifications can prompt a swift call with your clients to communicate important next steps, and, ultimately, enhance trust within the client-advisor relationship.
Want to see Benjamin in action and take this feature for a spin? Let’s get you started with a free demo.
