INVESTMENT ADVISOR SERVICES
Strategic
Resource Management (SRM) Program was created specifically for the
Investment Advisor. It gives
customers a chance to invest in a vast array of mutual funds without
incurring fees. This program will allow you to attract more of your
customers assets into consolidated, inexpensive, and comprehensive
mutual fund advisory based accounts.
As A
Registered Investment Advisor, How Can The SRM Program Help My Business
Grow?
There are numerous
benefits of the SRM Program for the RIA.
- The
opportunity to transact up to 25 mutual fund trades per account
each year without incurring a ticket charge comprised by the following:
- 10
buy/sells total.
- 15
exchanges total.
- Select
from over 2,700 mutual funds including all the funds currently
available at Fidelity Investment Advisor Group (F.I.A.G). This
is more than twice the funds available through Schwabs OneSource
Program.
- Rebalance
your portfolios within the same family of mutual funds.
- Allows
unlimited systematic contributions or dollar cost averaging at
no cost to you or your customer.
- Will
allow you to consolidate all of your managed assets and commission
only accounts on a single combined platform.
- One
website to access all of your account information and one download
to accommodate your portfolio performance softwar
Will
My Customers Receive A Consolidated Statement?
Yes, the SRM
program is ideal if you wish to consolidate all of your advisory
based mutual fund assets into one monthly statement.
For example,
advisory accounts currently held at Schwab, FIAG or Waterhouse can
now be introduced through SSN and placed at NFS to coincide with
your commission based accounts already there! You have the ability
to combine all mutual fund assets currently held directly at the
fund companies into one consolidated statement for every client!
What
Sets This Program Apart From Advisory Services Offered By Other
Independent Brokerage Firms Across The Country?
SSN is the only
one that pays 100% of your advisory fees with no override!
Will
The SRM Program Offer Advanced Software?
Fidelity Brokerage
Group's Advisor Channel Software combines the functionality of website
downloading and trading components along with many new powerful
features.
- Block
trading capability.
- New
report writing capabilities include : account summary, transaction
detail and cash ledger.
- Cost-basis
information for mutual fund positions.
- Easy
interface to portfolio performance software programs like Centerpiece,
Captool, and DB Cams.
- Direct
order entry.
- Portfolio
modeling and rebalancing.
- Ability
to access customer monthly statements online via Streetscape.
- Ability
to access customer 1099s online via Streetscape.
- Automatic
download of daily customer activity.
- Plaid
Brothers System coming soon! A portfolio performance software
that consolidates each clients NFSC statements under one social
security number.
- A Revolutionary "house-holding" tool for complete consolidation
of each of your customers statements
What
Are The Available Funds In The SRM Program?
The list of
currently available funds can be found in the SRM PRODUCT LIST. This list is extensive and requires Adobe
Acrobat Reader to view.
|