ATCapital Management provides the expertise behind the management of your clients’ portfolios. You; however, are the true expert to your clients. That is why we have built the Advisor Program to arm you with the necessary tools and information to allow you to communicate simply and effectively with your clients.
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Focus less time and energy on activities associated with account administration. With ATCapital Management, once a new account’s initial paperwork is in good order, our operations team handles all administrative functions going forward. You simply provide the orders on behalf of your clients. A few functions we handle include:
- All paperwork processing and interactions with custodians
- Account trading and rebalancing functions
- Account reconciliation
- Billing and payment facilitation
- Quarterly performance statement creation and delivery
Enjoy the service provided by a knowledgeable professional who is well versed in our product and services. Your Relationship Manager acts as liaison between you, custodians, and our operations team to ensure that tasks are completed accurately and in a timely manner.
ATCapital Management is committed to supporting you in your sales efforts. When the situation warrants, you can enlist the services of one of ATCapital Management’s investment professionals to tackle challenging or complex sales situations.
ATCapital Management’s portfolio managers are available to talk to our advisor partners one-on-one to share their investment knowledge.
ATCapital Management has designed and developed a web portal to assist with the daily requirements of managing your clients’ accounts. Account performance is reported along with traditional custodial account data eliminating the need for accessing multiple systems. Advisors can view account data exactly as their clients see it making it simple to walk clients through any questions they may have. All sales materials, product research, account forms, etc. are also located in this one central location. Contact us for a demonstration of My Portal Online.
ATCapital Management provides a variety of quantitative and qualitative reports on its product offerings and on the market in general. These materials make it easy for our advisor partners to remain current on ATCapital Management’s investment strategy and the economy at large.