Market research firm assessed content and design of industry-leading client reports.
InvestEdge, the leading provider of innovative financial advisory solutions, today announced it has been awarded the prestigious DALBAR Communications Seal of Excellence for Performance Reporting. The seal exemplifies a firm’s commitment to client service and demonstrates a superior standard of client communication.
DALBAR, a leading financial services market research firm, conducted an extensive assessment of the industry’s leading reporting solutions and awarded InvestEdge an overall “Excellent” designation, which is the highest recognition. “InvestEdge uses the client’s objectives, risk profile and allocation strategy as the backdrop to nearly every conceivable benchmark comparison, clearly demonstrating variances in performance and allocations while going the extra mile by providing a detailed risk analysis, sector breakdowns and supporting all the data with colorful, intelligible charts.” Jared Licklider, Manager of Research & Communications at DALBAR.
In its recent report, “Trends & Best Practices in Performance Reporting,” DALBAR highlights the strength of InvestEdge’s reporting solution in several key areas:
• Communicating security details and fundamentals, including data on the individual equity and fixed income holdings of client portfolios
• Communicating investor information, including investment objectives, investor guidance, financial professional support and more
• Communicating allocation information, including flexible segmentation options for equities, fix income, mutual funds and performance data
“With the right solution, advisors can elevate reporting from an administrative task to a key part of their client retention strategy. We enable advisors to easily create outstanding reports that demonstrate their value at a glance,” said Chris Ollendike, Executive Vice President at InvestEdge. “This continued recognition from DALBAR reinforces our commitment to staying ahead of the changing needs of advisors in this very competitive market.”
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