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Building a successful wealth management program requires that a firm
be able to offer distinctive products and managers that meet the needs
of individual wealthy investors. Powered by Prima, MG Advisory
can offer the competitive edge for growing wealth management programs.
Our custom advisory solutions provide advisors with the objective research,
due diligence and evaluations they need to succeed. Delivered
to advisors’ desktops via state-of-the-Web technology, our advisory
solutions combine Prima’s acclaimed research and expertise with
conflict-free manager evaluations, monitoring, reporting and presentation
capabilities.
Advisory Solutions Benefits
- Provides sponsors with a documented and objective research
process that is well-suited for today’s regulatory
environment
- Creates a competitive edge by utilizing Prima’s
in-depth manager research and due diligence to tailor differentiated
product offerings to meet advisor and client needs
- Maintains objectivity through a disciplined
13-factor manager evaluation system
- Increases profitability with a pricing model
that fits the needs of growing programs
- Empowers advisors through instant online access
to timely qualitative and quantitative analysis, persuasive presentations,
alerts and manager evaluations
- Ensures greater accuracy and assures program
integrity via thorough data collection, scrubbing and verification
- Streamlines workflow through Web-based, scalable
technology
Advisory Solutions Custom Features
Consultation, Recommendations
Prima, a Registered Investment Advisor, consults with our
clients to develop an objective product offering that meets their
specific needs. These services include:
- Establishing investment mandates and criteria including suitable
asset classes, styles, disciplines, tax efficiency and mix of traditional
and model-based products
- Recommending specific products based on Prima's proprietary 13-factor
evaluation system
- Negotiating product fees and minimums with managers
- Reviewing internal proprietary strategies, where appropriate
Ongoing Monitoring
Prima will develop a specific monitoring process that includes
the following services and deliverables:
- Defined watch, termination and product replacement protocol
- Prima’s detailed quarterly portfolio manager review
- Intra-quarter product monitoring
- Prima’s participation on your company’s investment
committee, if appropriate
Custom Research Application
This research application can be customized and private-labeled
for advisors’ use. It offers the following:
- Comprehensive returns-based and holdings-based performance statistics,
graphical presentations and tools
- Customization at multiple levels including functionality, presentation,
depth of content and universe of products
- Timely alerts and client-ready manager profiles with speed and
accuracy
- Online help with clearly defined concepts, reducing repetitive
questions from advisors
- Integration with other Web-based applications
- Tracking of advisor usage
Data Collection and Scrubbing
Prima collects and scrubs data including investment objectives,
manager processes, composites, returns, portfolio holdings and more. By
outsourcing the mundane task of data collection and the meticulous
scrubbing process, financial services companies are able to:
- Manage a more efficient and cost-effective method of delivering
data
- Evaluate accurate data and analytics
- Provide research for an increasing number of products with a
scalable process
- Eliminate multiple data feeds and extraneous software
Powerful Technology
Prima’s rich content and technology empower our client
companies’ advisors with tools that ensure business success. Our
technology enables advisors to operate confidently and competently
as qualified investment consultants as it:
- Supplies extensive toolsets including search engines, product
comparisons, historical simulations and manager alerts as well
as comprehensive research directly to the advisors’ desktops
- Reduces demands on internal technology resources as Prima assumes
all IT responsibilities associated with the service
- Integrates
with existing advisor applications
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