Portfolio Setup & Reporting (Bundled)
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.
What is Portfolio Setup & Reporting (Bundled)?
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.
Download a Sample Portfolio Setup & Reporting (Bundled)
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