A Business Development & Prospecting Tool
By using StockPointer you can generate trading activity into a customer's account. Moreover, many Financial Advisors using StockPointer indicate that their customers are more willing to switch to a fee-based account rather than using a traditional account when following an EVA-driven investment strategy.
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StockPointer's PfScan is a simple and effective prospecting tool to gain new customers. By entering your prospect's current stock portfolio in PfScan you obtain a visual representation of portfolio performance from which you can identify bad apples - i.e. less performing stocks - in mere seconds! Finally, you can use SPscore, SPiX and SPfilter to find better alternatives and validate precisely which stocks are trading at a premium or discounted over their company's intrinsic value. |
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