Working with Asset Dedication: Finding Scale by Outsourcing Investment Management Webinar

Working with Asset Dedication: Finding Scale by Outsourcing Investment Management

As growing firms run into capacity issues, there are two main paths to get the work done: Add staff and keep functions in-house or partner with specialists through outsourcing. Outsourcing investment management can improve your ability to deliver high-quality planning to your clients by offloading operational and investment management burdens. Take a test drive through Asset Dedication’s goals-based investment platform to see how you can increase your headroom so you can focus on your core value-add: planning. 

Learning objectives:

• Learn how to turn your client’s planning information into a goals-based investment proposal using the Critical Path or how to request an income ladder using individual bonds or CDs.
• Explore offloading low value-add but essential back office functions, such as reconciling accounts, billing, and reporting, to free up nearly a month of productive time.
• Find out how startup practices can piggyback Asset Dedication’s custodial relationships at Schwab and Fidelity.  
• Established firms will see how to partner with Asset Dedication on the TD Ameritrade, Fidelity, Schwab, and Scottrade platforms.

To register for this webinar, please click here.