Warren Buffett – The 90/10 Portfolio The 90/10 Portfolio is a portfolio that is designed by the expert investor Warren … More
Category: portfolio analysis software
CRM2plus is CRM2 software which was developed to address the upcoming CRM2 performance reporting mandate in the wealth management sector. CFP’s, members of IIROC and MFDA (Mutual Fund Dealers Association) are required to report IRR (Internal Rate of Return) performance and fees. The CRM2plus software gives financial planners a detailed analysis and reports on
– Quarterly returns
– Annual IRR calculations
– Comparison between net investment and historical account value
– Benchmark Comparisons
– Best and worst months/quarters/years
so that clients can understand their portfolio performance. Individual accounts can be looked at separately or aggregated as desired. Portfolios can be compared against benchmarks including S&P, TSX, DEX Midcap Bond Index, MSCI and EAFE.
Counterfactuals: Demonstrating the Value of Your Advice
It may be the case that one of your clients saved a significant amount of money by listening to your … More
10 Things You Should Know About The CRM2plus Software
Demonstrating value, providing clients with tangibles, being able to answer their questions, HOW to do this efficiently?
Time Management and the New Financial Advisor
Valentine’s Day and I’m certain you are working late. Managing time is impossible with the mass of tasks that need to be done. The right tools can help.
It’s Time to Get Professional Advice
It’s time to get professional advice – by guest blogger Anne Leroux The time when retirement planning was straightly mapped … More
CRM2 Reporting made Easy
CRM2 reporting requirements are coming. In the UK and Australia, where similar rules were adopted, the fallout was huge in … More
CRM2Plus blog 