Together we can take the guesswork out of your financial future.
Riskalyze is cutting edge technology that identifies your acceptable levels of risk & reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations of risks and rewards.
4 OUT OF 5 INVESTORS have more risk in their portfolios than they previously realized. Riskalyze technology empowers us to make sure the Risk Number in your portfolio matches your risk tolerance.
Salesforce is our CRM tool, and additionally allows us to monitor client strategies. Salesforce is also our tool of choice for maintaining client data, including a customized contact schedule for each client, and allows us to aggregate all of our notes so the client’s entire team has access to recent activity and historical notes on a client’s portfolio in one place. This tool plays a huge role in coordinating all members of a client’s team.
Morningstar is a premier investment analysis platform that allows the Financial Advisors at Aspen Wealth Strategies to perform the due diligence and research necessary to construct our clients’ portfolios. The Direct version of Morningstar allows the Investment Committee to review thousands of investments across investment types and geographic regions and screen them on certain parameters. This allows our team to find investments, and occasionally opportunities, that fit our client’s financial plans. Morningstar also allows us to build out rich, dynamic presentations to better demonstrate the ideas behind our investment theses.
Tamarac provides nearly limitless customization that allows us to tailor our client’s reporting to provide concise and meaningful information on their accounts. This customization lets us build cleaner, more efficient summaries of our clients’ accounts and present that data in a polished and professional fashion. Client access to their own portals in Tamarac allows for a more in-depth look into their accounts as well as important metrics and other in-depth data that paints a clearer and more precise picture of a client’s portfolio.
Riskalyze, SalesForce, Morningstar Direct, and Tamarac are independent third party service providers and are not affiliated with Raymond James.
Keep in mind that investing involves risk regardless of strategy selected. The projections or other information generated by an investment analysis tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.