ADVISORport - Offering the next generation unified managed account

	Advisors can dramatically reduce the time devoted to asset allocation, manager due diligence and administrative tasks - and instead focus on client service and business development		Frees you from the "technology treadmill" - no need to make major capital investments or maintain an expensive technical staff
	Highly competitive cost structure provides flexibility to maintain higher margins and/or attractive pricing		Our dedicated managed account experts support our asset gathering and retention initiatives

	Ability to private-label and customize our platform to reflect your products' brand and culture		Consolidated Web-based inquiry for balances, transactions, performance, cost basis and asset allocation across all investment products
	Comprehensive pre-sale functionality for research, portfolio analysis, client profiling and investment proposal generation		Robust performance reporting in a consolidated, customized format
	Automated new-account generation		Sophisticated suitability and risk monitoring tools supports sponsor's risk management efforts
	Rebalance and/or reallocate an investor's portfolio online

	Enhance your distribution strategies to attract and retain clients		Maximize operational, efficiencies through open and flexible technology
	Ability to offer integrated, multi-product solution provides distinctive market differentiation vs. single product vendors		Potential to realize a strategic cost advantage over the competition
	Streamlined processes are attractive to sales force - helps improve retention