Software Aids Provision of Investment Advice

November 21, 2001 ( - Transamerica Financial Advisors (TFA) says its TFA Advantage software will help investment advisors do a better job building client portfolios.

Accessed through TFA’s intranet, TFA Advantage helps analyze clients’ investment objectives and risk tolerance, to recommend portfolios, and to provide account management and reporting.

Using TFA Advantage, advisors can:

  • profile clients using TFA’s online questionnaire
  • determine asset allocation strategies based on clients’ input
  • review portfolios or portfolio combinations that match clients’ risk profiles and investment objectives
  • develop customized portfolios or portfolio combinations for clients and produce online TFA-branded investment policy statements
  • download and print all required account initiation and investment documents to open accounts
  • monitor account performance, customize accounts for specific needs of individual clients and provide online access to their clients to view performance reporting
  • access detailed research on each manager and portfolio, including style, risk, standard deviation, Sharpe ratio, sector distribution, and quarterly performance
  • review updated market commentary and online interviews with each manager.