Securities America Advisors, through Managed Opportunities offers a turn-key platform to help independent advisors deliver solutions to clients at all asset levels. The state-of-the-art platform provides access to multiple investment programs, proposal generation tools, and account management resources.
Key features of the Managed Opportunities platform include:
- Advanced Proposal Generation: The platform offers advanced capabilities to build proposals by defining the pool of assets, scoring the risk of the client, and determining the investment solution; Ultimately, the end result is the generation of a comprehensive investment proposal.
- Investment Solutions: The platform provides advisors access to a full complement of investment options: separately managed accounts, mutual fund wrap portfolios, multi-manager accounts, discretionary Advisor as Manager functionality, and fixed income solutions, all accessed through more than 100 world-class institutional asset managers.
- Portfolio Analysis: The platform empowers an advisor to conduct deep portfolio diagnostics on a portfolio for greater transparency, perform "what-if" scenarios to help assess the probable success of a strategy's ability to meet client goals, and view side-by-side comparisons of a proposed investment vs. a target allocation.
- Filter and Comparison Tools: Filter tools allow advisors to drill down and identify only those investment products that meet their specified criteria. Comparison tools allow advisors to see comparisons of products either graphically - by performance, risk-return, product sector, holdings, or asset allocation - or by investment profile.
- Performance Reporting: The key benefits to Managed Opportunities reporting capabilities include: data accuracy with fully reconciled, trade-ready accounts daily; full transparency with account details available down to the transaction level; data ownership; customizable capabilities to create user defined reporting groups; and increased efficiency with reports available online at the advisor and investor levels.
