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A Tool Financial Advisors Can't Do Without

Every work day, when the sun comes up, you’ll have mail! SL Notify is an automated, web-based service tool that enables you to update stop losses for your investors’ holdings on a customized schedule.

 

SL Notify wakes up in the wee hours of the morning, does its work and automatically sends you a listing all account holdings you need to review and edit that day for your investors. In a single, concise email, SL Notify lists clients and their associated accounts where adjustments to stop loss amounts must be changed. Or you can simply check the system daily to see the client accounts that are due for review. This invaluable tool dramatically reduces the risk of capital losses and ensures the opportunity for greater returns. Your investors make more money, and so do you as their financial advisor.


 

Efficient, Proactive
Account Management


How will you effectively keep track of your clients having multiple accounts and holdings within each account? With automated tracking and notification, there will be no holdings missed and no data entry errors due to redundancy. Additionally, Stop Loss amounts are auto-calculated with the ability to override the displayed amounts. Allowances are even made for holidays so you can be working in advance versus playing catch-up.

 

For Financial Advisors:
Flexible Pricing Options


SL Notify enables you to manage your business instead of your business managing you. You provide better client relationship management and project an air of confidence and competence thanks to this automated portfolio management tool. (Refer to the pricing screen for more information.)

 

SEE FOR YOURSELF

SL Notify can help you organize client data, manage assets, create easy to use worksheets —and save time… so you can focus on your business.

 

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SLNotify V 1.0
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