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Portfolio Advisor
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Whether you're an investment advisory firm, financial advisor or investor, Standard & Poor's Portfolio Advisor and MAPs (model allocation portfolios) can help you pursue your financial goals, while, at the same time manage your specific investment needs and concerns.
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Benefits
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Standard & Poor's Portfolio Advisor is an online asset management program that seamlessly blends Standard & Poor's independent investment research with intuitive workflow tools that allow your fee-based accounts to be:
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- Cost Efficient
- Compliance Conscious
- Customizable
- Potential Users
Whether you're an investment advisory firm, financial advisor or investor, Standard & Poor's Portfolio Advisor and MAPs (model allocation portfolios) can help you pursue your financial goals, while, at the same time manage your specific investment needs and concerns.
- Financial Advisory Firms
Standard & Poor's Portfolio Advisor packages 140 years of independent investment research and analysis into one Web-based platform that offers model portfolios (MAPs); investment recommendations across a range of security types (including proprietary stock baskets with no additional management fee); disciplined processes to help you manage costs and stringent compliance concerns; and a flexible infrastructure that allows for varying levels of advisor expertise (Series 6 and 7 reps) and account types (discretionary and non-discretionary).
- Advisors
Each one of your clients deserves your special attention. But, at the same time, you have responsibilities to fulfill at your firm. It's a pull-pull situation. How can you manage your client relationships and firm responsibilities at the same time? Standard & Poor's Portfolio Advisor can help by providing intuitive workflow tools that decrease paperwork and administration; back office reporting to help track your platform activity; marketing support and a range of investment types - including stocks, ETFs, REITs, and mutual funds - to help you customize each one of your clients' investment plans.
- Investors
With an array of investment solutions; continued investigations into your favorite investment firms; and your own changing investment and lifestyle needs; cost, compliance and customization is as big of a concern for you as it is to your advisor...if not more so. With the help of Standard & Poor's, your advisor can create an investment plan based on independent investment research, your recommended risk profile, and investment needs and restrictions.
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