The time an advisor loses gathering client data every month
Where the hours actually go when client positions live across several institutions, and why the cost is bigger than the hours.
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We are exploring how to help advisors centralise their clients' reporting. Tell us about your case.
If you manage portfolios for several clients spread across different banks and brokers, you know what it costs to put a report together by hand every month. We are exploring how FinBoard could help advisors and managers centralise that information — this is our thinking so far, and it is not a built feature yet.
What a reporting tool for wealth advisors would really need
Our working hypotheses about what such a tool would have to solve — published so you can tell us where we are wrong.
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