Using the EM Workbench (Paynter) Pyramid for Effective and Efficient Asset Reallocation: Building Practice Success with Great Tools Presented by Jo Anne Paynter, EM Workbench
Description:
Jo Anne will cover how EM Workbench (Paynter) Pyramid supports displaying client holdings in various accounts segregated by detailed asset classes that the planner has documented, and how it supports using this information to craft a reallocation strategy. This strategy not only allows for effective reallocation between asset classes, but potentially between available asset locations as well. This presentation also includes showing how the resultant trades are documented so that client signoff can easily be obtained prior to any advisor implementation.
Link:
http://aca.adobeconnect.com/r3xu20crcfg/