Trading and Rebalancing Tools
We provide access to world-class trading capabilities as well as portfolio allocation and rebalancing tools. The technology supporting these capabilities is second to none and provides an efficient and reliable environment that our advisors can count on.
Research and Proposal Tools
Staying informed and growing your knowledge is an important part of effectively managing your business. Kingsbury has access to a number of independent research tools and reports that include Thompson Reuters, Standard and Poor’s, Vickers, Argus and others.
Whether your interest is related to broad economic commentary, the capital markets, individual stocks, ETFs, mutual funds, commodities and even options chains, we have the necessary tools to help you grow and manage your business effectively.
In addition, our advisors utilize proposal tools designed to deliver custom allocation solutions based on a client’s goals and objectives, risk/reward profile, supported by a robust manager/product research engine and backed by the tenets of Modern Portfolio Theory.
Client Relationship Management
For client management, our advisors use a web-based, full-featured and easy-to-use CRM designed specifically for financial professionals. This tool allows our advisors to streamline client contact and communications, automate the sales process and deliver marketing automation. Our CRM also allows for client management from a smartphone or tablet device via an online app capability.
Client Performance Reporting
Timely, accurate and automated performance reporting is critical function for running a successful business and providing clients with peace of mind. We work with an industry leader that aggregates our client holdings across all custodians and financial institutions into a single online experience which can also be delivered as an electronic or hard copy file.
Further, clients can access their consolidated assets/accounts online through a single sign-on portal of their own, or via a smartphone or tablet application. This same tool produces automated billing and detailed allocation summaries for the benefit of the client and the advisor.