Winning new business
The Challenge
Silver Strand Financial Planning reviewed client accounts using Kwanti and manual searches for individual security information.
It was difficult to show clients the real overlap between positions, bond allocations were hard to structure clearly, and portfolio comparisons produced reports that felt messy and hard to follow.
Reports sometimes raised more questions than they answered, and Dace wanted to be able to control exactly how much information he could present and tailor it to each client’s needs.
I felt like there was always a gap between what I wanted to be able to show clients and what I actually had to present.
The Solution
Silver Strand Financial Planning moved their portfolio review workflow to Koyfin because it combined research, portfolio building, and proposals in one place.
Current vs. proposed reports
Advisors can build a proposed portfolio alongside a client’s current holdings, compare performance, risk, and allocation differences, and present everything in a single report.
One-page security and portfolio reports
Clean one-page reports on individual securities or full portfolios are easy to generate and ready to use in client conversations.
Clear comparison metrics
Portfolio comparisons use easy-to-understand metrics, making it simpler to walk clients through differences and recommendations.
It is just simple to use, which makes it quick and easy and allows for high-quality output without a lot of work.
The Results
Koyfin improved how Silver Strand prepares for and runs client reviews. Reports are fast and easy to create, and give clients a clear picture of what they own and what Dace is proposing.
This also made conversations with DIY-type clients easier. Advisors can pull up detailed security data in Koyfin and walk through specific positions on the spot.
Portfolio reviews made my life easier and made my clients’ understanding better.
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