Investment Advisory Services for High Net Worth Workflow
Personalized investment advice tailored to high net worth individuals' financial goals and risk tolerance, utilizing in-depth market analysis and expert research to optimize portfolio performance and maximize returns.
New Client Onboarding
Client Profiling
Investment Proposal Creation
Proposal Review and Feedback
Investment Implementation
Portfolio Monitoring and Reporting
Tax-Loss Harvesting Opportunity Identification
Client Education and Communication
Risk Management and Mitigation Strategies
Legacy Planning and Charitable Giving
New Client Onboarding
Type: Fill Checklist
New Client Onboarding The New Client Onboarding process commences once a prospective client's information has been collected through various channels such as online forms or referrals. This step involves verifying the client's contact details and assigned account manager to ensure seamless communication. Subsequent steps include creating a tailored service plan, setting up necessary access permissions for internal systems, and scheduling an introductory meeting with key team members. The onboarding process also entails conducting a comprehensive needs assessment to gauge the client's specific requirements and goals. Following the onboarding process, clients are provided with a dedicated point of contact and regular check-ins to ensure their satisfaction and address any queries they may have. This step is crucial in fostering long-term relationships and providing exceptional customer service.
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FAQ
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For detailed information, please visit our pricing page.
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