Client transition support
The Challenge
TD Wealth’s Naas Neatt Physician Wealth Management managed model portfolios in an internal trading system, but quarterly submissions to Head Office for weighting updates made the process labor-intensive and limited how frequently they could monitor and update models.
The system lacked clarity on risk exposures, provided limited analysis of individual holdings and potential securities, and didn’t show how models performed in different market conditions.
This made it difficult to assess the strengths and weaknesses of their strategies and to provide clients and prospects with clear, timely information about their models.
The Solution
Naas Neatt Physician Wealth Management moved their model portfolio workflow into Koyfin for comprehensive model analysis and professional visuals to share with clients and prospects.
Flexible model allocations
Allocations can be updated as needed and maintained with a full history of past weights.
Exposure analysis
Sector, factor, style, and geographic exposures provide a clear view of where each model is concentrated and how it is positioned.
Quantitative risk metrics
Volatility, drawdowns, correlations, and other key metrics show how each model behaves across different market environments.
Benchmark & model comparisons
Clear comparisons against benchmarks and other models make it easy to explain relative performance to clients and prospects.
A flexible, effective, and presentable platform for analysis.
The Results
Koyfin made Naas Neatt Physician Wealth Management’s model portfolio process more professional and more effective.
It improved client trust, as clients gained more confidence from seeing clear details about their models. The appealing, comprehensive analysis also made it easier to attract prospects and demonstrate the firm’s investment approach, helping close new business faster. Proposal turnaround improved as well, with presentation-ready visuals and all model data consolidated in one platform.
A more professional and thorough understanding of our models translating into better service for our clients.
