case study: Investor Desktop
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An increasing number of financial services organizations are recognizing that the Internet is highly suited to providing support services to producers while:
- dealing effectively with compliance concerns,
- enabling applications to be scaled for different uses,
- maximizing opportunities for producers to collaborate with clients, and
- providing and organizing data to aid sales and sales management.
The central purpose of the Investor Desktop Suite of applications is to bring together advisors and their clients — both present and future.
Advisors may easily transform the Investor Desktop site into a personal website of their own and equip themselves with a versatile financial services portal presented in their own image and their own words. This portal and the powerful applications arrayed behind it empower consumers to become involved in formulating investment strategies, selecting products and services and evaluating alternatives. At the same time, consumers clarify their financial services needs to their advisor, instantly and seamlessly.
Make the Investor Desktop website your own personal website by uploading a photo, a logo, and your own custom home page text. Easy to set up and use, your personal website is also a powerful portal leading to the suite of Investor Desktop tools and knowledge base.
The Internet has given the average consumer broad and immediate access to information on virtually every subject. It has encouraged most to play a more active role in selecting and buying products and services, including those that fall under the broad heading of financial planning. As a result, consumers are more empowered to make informed decisions about the purchase of any product and or service that might be needed to complete a financial plan.
Vortex has created the Investor Desktop Suite in recognition of the increasing desire and ability of the average consumer to be more closely involved in formulating strategies, selecting products and services and evaluating alternatives.
The goal of the Investor Desktop Suite is not to replace the traditional intermediary between consumers and sophisticated financial products and services. On the contrary: the goal is to connect the consumer more effectively to the financial planner, agent, broker or representative, to enrich the client / advisor relationship and to facilitate a clear understanding of the consumer's needs.
In addition to the other primary tools in the Investor Desktop Suite, the Financial Planning Analyzer and the Portfolio Planner, the personal advisor website offers several lighter-weight resources. Each feature is designed to create interest, arouse curiosity and encourage the visitor to take advantage of a major Investor Desktop tool.
| learn |
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Read about different types of investments that are available to the individual investor. You are presented with brief descriptions covering most of the popular investments including fixed income, stocks, mutual funds and life insurance.
launch Investor Desktop's Learning Library
| calculate |
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Easy to use calculators help you determine what you need to do to get where you want to be. Each calculator describes exactly what it does and assists you through extensive help features.
launch Investor Desktop's Calculators
| quick concepts |
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The Preview, or "Quick Concepts" section lets you choose from four areas of financial planning that have proven to be of most interest to the average investor. You are provided with background information and a thumb nail sketch and calculation of your current and future situation.
launch Investor Desktop's Quick Concepts
