Portfolio Setup & Reporting (Unbundled)
This workflow template illustrates the setup and maintenance of investor portfolios (for unbundled financial products/services), including new account form completion, account setup and monthly data collection and 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 (Unbundled) processes.
What is Portfolio Setup & Reporting (Unbundled)?
Portfolio Setup & Reporting (Unbundled) refers to a set of processes designed to onboard, setup, monitor and retain investment management clients who are working with unbundled investment products/services. "Unbundled" investment products/services are simply standalone financial instruments (mutual funds, FX, derivatives, etc.), banking products (high-net-worth private banking accounts, etc.) and asset management services (treasury/cash management, etc.) offered by financial institutions to investors. Financial advisors and clients work together to setup accounts and develop their overall investment strategy, incorporating the bank's products/services and expertise 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 (Unbundled)
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