WinWeb

Good Registered Investment Advisors will take the time to get to know clients in order to provide them with the best possible advice. Any individual or a firm receiving compensation for providing advice on investing in securities such as mutual funds, bonds and stocks will legally have to be qualified as a Registered Investment Advisor and will be governed by a very strict code.

Why choose a Registered Investment Advisor?

Effectively managing a large investment portfolio can almost be a full-time job in itself. Many people are reluctant to give up any control of their portfolio or take advice in the fear that an advisor might be biased but this is incorrect. A Registered Investment Advisor has to operate under the fiduciary standard, requiring them to serve the best interests of their client at all times and avoid any potential conflict of interest.

Registered Investment Advisors have a wealth of experience relating to portfolio management and by getting to know their client they are able to translate this into the best possible financial plan for their individual needs.

Registered Investment Advisor software

Because a Registered Investment Advisor has to work closely with their clients in order to provide the best possible advice, they need a specific Registered Investment Advisor software solution that will make this possible.

WinWeb have worked with Registered Investment Advisors to develop a tailor-made Registered Investment Advisor software solution that will be of use to individuals or firms that work in the industry. Our Registered Investment Advisor software is highly customisable and can also include optional integrated services like bookkeeping or payroll.

CRM for Registered Investment Advisors

At WinWeb we understand that a Registered Investment Advisor must provide exceptional and timely customer service to their clients on a constant basis. The best way for a Registered Investment Advisor to do this is through CRM (customer relationship management).

CRM for Registered Investment Advisors can allow a Registered Investment Advisor to improve their customer service overnight. It is possible to keep track of your interactions with clients and learn from your mistakes. Using CRM for Registered Investment Advisors will allow you to provide the best possible customer service.

What is Customer Relationship Management?

Customer Relationship Management involves utilising technology to provide better customer service. The goals of customer relationship management are to find, attract and win new customers and also work to retain existing customers or convince previous ones to return.

Customer relationship management synchronizes a large number of business functions. It can be used in a sales role to try and encourage people to buy; in a marketing capacity to promote a product or special offer and also to provide your customers with very fast support. A business that utilizes customer relationship management software can make significant cost savings.

Cloud Computing & Registered Investment Advisors

Cloud Computing allows Registered Investment Advisors to work collaboratively with their clients. With Cloud Computing software, a Registered Investment Advisor can instantly share files or important information with a client that could be essential for making investment decisions.

WinWeb utilizes Cloud Computing in all of our software, meaning that none of our Registered Investment Advisor customers or their clients will ever have to install or update their software. They can log-in to their personal account from anywhere in the world and have instant access to their information, safe in the knowledge that any changes they make will be instantly backed up remotely.