Invesco Trimark Ltd. Wednesday announced the launch of a comprehensive online wealth management program that combines advisor support and resources with new tools and functionality.
The company says the new AdvisorInc program enables financial advisors nationwide to help their clients create, grow and preserve their wealth, maximize their financial potential and leave a legacy by providing a holistic approach to wealth management.
AdvisorInc offers specialized tools and calculators advisors can use to develop robust financial plans for their clients.
The program links to Invesco Trimark’s complete array of products and services, including in sync and Portfolio Sense.
The program includes research, articles and other literature to help advisors gain a deeper understanding of their clients’ needs, including tax and estate materials, and expert guidance on such topics as retirement, income protection and tax-efficient investing.
“AdvisorInc offers a truly integrated approach to wealth planning that allows advisors to see the big picture of their clients’ finances along with insights on generational attributes and values,” says Peter Intraligi, president and chief operating officer of Invesco Trimark. “Designed to give advisors an edge over the long term, the program emphasizes relationship building and communicating with new and existing clients in ways that resonate.”
Advisors can access AdvisorInc by logging onto advisor.invescotrimark.com.
IE
Invesco Trimark launches AdvisorInc wealth management program
Online program helps advisors plan across ages and stages
- By: IE Staff
- August 12, 2009 August 12, 2009
- 08:45