TAYLOR™, THE INTELLIGENT AGENT FOR WEALTH MANAGERS
Taylor™ is the intelligent agent for wealth managers that takes over responsibility for constant monitoring of each client portfolio to ensure it remains in strict compliance both with the applicable investment mandate and with any applicable higher level rules such as licensee policies or guidelines. Taylor™ can be easily trained to understand any combination of specific rules that apply to each client, account, or portfolio.
Taylor™ has been developed to serve the needs of wealth management businesses that:
- provide a portfolio based investment proposition (Managed Accounts / SMA / IMA / Other)
- typically have over 500 portfolios managed
- have skilled portfolio management staff, and recognize the need for comprehensive training
- make use of model portfolios
- make use of an investment platform with electronic data access to client portfolio holdings to feed Financial Simplicity
Individual wealth managers can now build and maintain more PERSONAL RELATIONSHIPS and structure CUSTOMISED INVESTMENT PROGRAMS for each of their clients while Taylor™ handles all the jobs associated with ensuring that each of the client portfolios remain in STRICT COMPLIANCE with each program and all its associated rules.