Product Features
Want to learn more about how AdviceCloud can help your Financial Advice business?
Household Management
Use households as an entry point to manage clients and their investment accounts. In a single glance, you will be able to see household details such as contact information, assets under management, portfolio holdings, risk allocation, and performance. Also, you can review upcoming tasks, events, and notes or create new ones!
Personalize each household. You can further customize a household by applying specific investment or cash management overrides to their profile.
Investment Models
Create investment models that help keep your clients' portfolios on-target. Investment models allow you to customize the desired securities and their weights in a portfolio. Assign your models to one or more client accounts.
Use secondary securities as fallbacks to your primary securities in order to give your desired portfolio flexibility, whether it's for risk management, tax-loss harvesting, or comprehensive applicability.
Cash Management
Assign cash targets to your client accounts. Receive notifications when client accounts are out of cash tolerance and need to generate or spend cash. Use cash targets to facilitate liquidity, withdrawals, and management fees.
Client Billing
Create and assign fee structures to your clients. Bill on monthly, quarterly, or annual periods, in advance or arrears. Assign minimum fee amounts and exclude specific securities from billing. Execute billing reports and download invoices and custodian fee upload files.