Research Update ™ is a service solution for financial advisers to deliver up to date research and news relating to the economy and the financial products their clients have subscribed to or invested in.
Each Research Update ™ package is devised asking certain key questions: What key financial product data is required and what are the best sources of data? What are the Advisers objectives in communicating investment data to his/her clients? What are the budget restraints?
Outsourced FSRA | Privacy Audited eResearch Newsletter Service Research from several different research houses available Full End-to-End personalised account management Automated online, secure 128-bit encrypted client database segmentation and management Content choice between research, data feeds, and RSS feeds Personalised newsletter design including options such as Adviser Photos, Trade Dress & Branding,Dynamic Content & Controls Two tier branding options for Dealer Groups and Corporate Authorised Representatives Full Reporting and Measurement including; views, click-throughs, Forward-ons...
