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Category: Investments and funds. Country: United States (USA).
Investment Scorecard, Inc. will help you strengthen client relationships, build trust, measure and manage risk, and ultimately grow your business. Investment Scorecard, Inc. provides outsourced, client reporting and performance solutions to the wealth management industry through its online solutions. Over 720 financial institutions and thousands of wealth advisors and portfolio managers leverage Investment Scorecard solutions to communicate performance to their clients. While our outsourced client reporting solution, the SCORECARD, remains our cornerstone product, Investment Scorecard also offers expanded services and online tools to help wealth advisors monitor investment portfolios and manage risk. These additional capabilities include online business metrics reporting tailored to measure the entire firm, wealth advisors or portfolio managers ... In 2005, Investment Scorecard expanded its product offering through an acquisition. The new product, InsuranceIQ, provides administrative and management capabilities to trust companies, banks, law firms and accounting firms that accept trusteeship for Trust Owned Life Insurance (TOLI). Included in this comprehensive system are life insurance policy risk analytics and management as well as trust administration and management capabilities. As a fully outsourced solution, Investment Scorecard operates a data management system that makes it easy and affordable for institutions to deliver reliable, objective client reporting, as well as access performance and business analytics.
By outsourcing to Investment Scorecard, firms can lower their operating costs, increase back-office efficiency and improve the quality of information delivered to wealth advisors, portfolio managers and their clients. Firms are then better equipped to answer the tough questions and make prudent decisions that impact the growth of their firm and their ability to win assets. Strengthen Client Trust. Investment Scorecard empowers wealth management professionals to gather new assets and strengthen existing key client relationships with retail and institutional investors by delivering client performance reporting that is far superior to that provided by numerous wealth management firms... Alabama AL, Alaska AK, Arizona AZ, Arkansas AR, California CA, Colorado CO, Connecticut CT, Delaware DE, Washington DC, DC, Florida FL, Georgia GA, Hawaii HI, Idaho ID, Illinois IL, Indiana IN, Iowa IA, Kansas KS, Kentucky KY, Louisiana LA, Maine ME, Maryland MD, Massachusetts MA, Michigan MI, Minnesota MN, Mississippi MS, Missouri MO, Montana MT, Nebraska NE, Nevada NV, New Hampshire NH, New Jersey NJ, New Mexico NM, New York NY, North Carolina NC, North Dakota ND, Ohio OH, Oklahoma OK, Oregon OR, Pennsylvania PA, Rhode Island RI, South Carolina SC, South Dakota SD, Tennessee TN, Texas TX, Utah UT, Vermont VT, Virginia VA, Washington WA, West Virginia WV, Wisconsin WI, Wyoming WY, Puerto Rico US Territories PR.
Address: 601 Grassmere Park Drive, Suite 1, Nashville, Tennessee TN 37211, Phone: 615 665 1234 Fax: 615 665 2065
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