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Why Use SL Notify
It’s no longer business as usual in the investment world. SL Notify enables you to make the leap from Money Market Fund investing to Exchange Fund investing. Be the “hands-on” financial advisor your clients would like you to be, and meet every deadline for actively managing your clients’ holdings.
 The Old Investment Way: Money Market Funds
It used to be that Money Market Funds were popular investment vehicles. We’re all aware of the associated fees and management costs regardless of how well or poorly the funds performed. And we’re also aware of the required terms and early withdrawal penalties. As an advisor, income was limited while assured, and there was a high probability that if clients heard from you at all, it was probably once a year.
The New Investment Way: Exchange Funds
Now there are Exchange Funds: no contracts, no investment fees, no fund management charges and no penalties for withdrawal. Advisors actively manage these investments by reviewing client holdings at least once a month, maximizing returns and minimizing losses.
Exchange funds are great for your clients because they see and hear from you more often, and they have opportunities to realize greater returns on their investments. Exchange funds are great for you because each month when your clients make money, so do you.
SL Notify enables you to proactively manage your clients’ holdings. With SL Notify, you won’t miss a review date for updating Stop Loss information.
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