(October 23 – 17:00 ET) – Talvest Fund Management is launching a comprehensive online service for financial advisors serving unitholders of Talvest funds. The Talvest Web site now gives investors and advisors access to advisor portfolios, client accounts and financial news. The Web site is password protected and available 24 hours a day, seven day a week.
“We are excited about this opportunity to deepen our relationships with financial advisors,” said Drew Wallace, vice president national sales at Talvest. ” The new site, developed by Talvest, provides information and special tools to help our investors and distribution network efficiently consult their portfolios.”
The Representative portfolio section of the www.talvest.com offers advisors access to their client accounts, personal portfolios and breaking financial news. Advisors have online access to their net sales, assets under administration, transactions, sales commissions and details pertaining to their client accounts.
Advisors can also access expert market commentary and analysis, fund manager comments and sector spotlights.
Head office can also make use of the new online service. The head offices of brokerage firms can gain access to advisor accounts, client portfolios and downloadable account
management tools, such as brochures, prospecting letters and online order forms.
-IE Staff