We understand the need for effective technology solutions. The IPG Virtual Office is a proprietary internet-based client relationship management software system that interfaces with our Winfund database. It combines the functionality of a host of software programs to deliver back-office, contact management, compliance and portfolio analysis tools.
The IPG Virtual Office can help optimize productivity and cost-efficiency by:
Our Compliance Module ensures that your clients’ risk tolerance and objectives are being met. Every account is monitored, and in the event your clients’ risk tolerance has surpassed acceptable levels, you will be automatically notified. In addition, the Module’s Risk Tolerance Calculators provide portfolio risk analysis to confirm that proposed portfolio of mutual funds will be within the prospect’s risk tolerance range.
All client trade paperwork is scanned and uploaded into our Virtual Office database and attached directly to the appropriate file. Electronic imaging will not only make you more efficient, but will also help to protect our environment.