How do you
nextgenerationof investors?
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reach the
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Gen X and Gen Y investors are poised to control
$28 trillion in assetsin the next 10 years…
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over
Source: 2011 US Generation X and Y investor investable assets from Cerulli Quantitative Update: Retail Investor Product Usage 2011 of <40-years old market share applied to 2011 FRB total US investable assets. 2020 US Generation X and Y investor investable assets assumes Deloitte: A New Breed -Opportunities for Wealth Managers to Connect with Gen X and Y assets through 2018 remains constant through 2020 and TD Ameritrade Institutional internal analysis.
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How can you reach them?
Pitch books…
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Pitch books…
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quarterly reports…
Pitch books…
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…are not going to cut it.
quarterly reports…snail mail…
They want
on-demand
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access to their assets.
24 x 7
3 waysyour firm can show it
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understands today’stechnology and
today’s investors.
Your firm’s technology must be capable of delivering your clients’ financial data anytime, anywhere, to any device.
1
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Make information available
multiple devices.to
Provide a
Report on all your clients’ assets, even those not under your control. Let clients know your firm is focused on their success.
complete picture
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2of your client’s assets.
3
Tell your story using elegant, graphical, and configurable dashboards and reports. Demonstrate how your firm
has helped others accomplish similar goals.
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Tell your story better…close more deals.
the right partner
Explore how innovative portfolio management
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and reporting technology with
can help you.
Get in-depth insight about the mission critical roletechnology plays for advisors today.
Download our free Close More Business Information Kit
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