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Gain a distinct competitive advantage
and
free up time to focus on building client relationships
Legend Advisory Corporation's fully discretionary, fee-based asset allocation programs offer a turnkey solution for the delivery of investment management advice. Directed by a team of experienced investment analysts, these dynamic artificial intelligence-based programs enable your Advisors to distinguish themselves from the competition while providing access to the guidance and portfolio management expertise today's investors demand.
With Legend's programs, the tasks of investment selection and monitoring are handled by professional investment managers, enabling Advisors to increase the efficiency of their practices and devote more time to prospecting and client service.
Program Features:
- Complete turnkey solutions to invest, service and retain clients
- A dynamic, AI-based investment methodology
- Access to proprietary quantitative research
- Independent and objective advice
- Advanced asset allocation techniques
- Extensive investment options
- Broad diversification
- Investment manager due diligence
- Trading and reallocating
- Advisor technology platform
- Market commentaries (log in required)
- Performance reporting (log in required)
- Client profiling
- Custom proposals (log in required)
- Sales and marketing tools (log in required)
- Secure internet account access
- Dedicated wholesaling team to assist
with every step of the sales process
- Education and training opportunities
- Fee-based income that grows with AUM
Learn more:
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