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This workflow template illustrates the setup and maintenance of investor portfolios (for bundled products), including new account form completion, account setup, monthly data collection and portfolio performance report generation. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand Portfolio Setup & Reporting (Bundled) processes.Download a Free Sample of this Workflow Template
What is included in the Portfolio Setup & Reporting (Bundled) process?
Portfolio Setup & Reporting (Bundled) refers to a set of processes designed to onboard, setup, monitor and retain investment management clients who are working with bundled investment products/services. "Bundled" investment products/services are offered by financial institutions to customers and typically include a grouping of various complementary financial instruments (mutual funds, FX, derivatives, etc.), banking products (savings/checking accounts, etc.) and asset management services (treasury/cash management, etc.). Financial advisors and clients work together to setup accounts and develop their overall investment strategy, incorporating the bank's suite of products/services where possible. After the portfolio is configured and setup, the client receives monthly reports measuring the performance of their portfolio.
Which KPIs, or metrics, are typically used to measure this process?
The following metrics may be used to measure the Portfolio Setup & Reporting (Bundled) process:
Which employees and/or departments are involved in this process?
The following parties are typically involved in the Portfolio Setup & Reporting (Bundled) process:
What is the purpose of these workflow templates?
Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.
How are these workflow templates created?
These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.
How do I download a workflow template?
Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, PowerPoint (PPT) and Visio (VSD) file formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.