February 17, 2011 at 06:00 AM EST
Janney Streamlines Product Profiling and Proposal Generation with Informa Investment Solutions
Janney Montgomery Scott, a leading regional, full-service investment firm has chosen Informa Investment Solutions (IIS), provider of world-class investment management technology and professional services, to streamline processes critical to its wealth management platform. A deciding factor in the selection of IIS’ Sponsor Connection and WealthIQ solutions involved Janney’s need to incorporate money manager profiles into the investment proposal generation system and reduce the time and effort needed to incorporate profiles into a client proposal.
Sponsor Connection streamlines any data collection process by fostering timely, complete, and accurate information while cutting costs. Efficient data makes for better research, presentations and proposals thus creating a better bottom line. This all-in-one web-based workflow solution improves all facets of critical business communications by employing powerful tools to fulfill any proprietary data collection need, tailor output, and achieve total accountability with checkpoints at every step of the way.
WealthIQ is a highly configurable, web-based, investment planning, asset allocation and proposal generation system providing an intuitive workflow solution designed around the firm’s business and compliance rules, and delivering insightful and persuasive presentations.
Janney selected Sponsor Connection to meet its goal of improving the presentation of investment product profiles distributed to clients, as well as to improve process efficiency. The successful implementation of Sponsor Connection has improved Janney’s fact sheet generation process by creating efficiencies that significantly shorten the production cycle for our fact sheets. “Sponsor Connection has helped us to create quarter-end efficiencies that are beneficial to our business and client service” says Zachary Per, Janney Assistant Vice President, Product Manager. “The appearance of our product profiles has been enhanced through Sponsor Connection – they are more client-friendly as a result.”
Janney Wealth Management personnel have also begun utilizing WealthIQ to produce all advisory account proposals for their separately managed account, unified managed account, discretionary exchange-traded fund and mutual fund programs. “The ability to load portfolios into the WealthIQ system enables our advisors to select an allocation from a menu instead of having to manually key in holdings information for every client. This functionality significantly reduces the time required for setup when recommending discretionary solutions to our clients” continues Mr. Per.
According to Jay Kimple, Senior Manager of Business Development at Informa Investment Solutions, “The ability to provide profiles or ‘fact sheets’ on the options within each advisory program, and the tools to help the advisor select, evaluate and present the appropriate investment options to the client are critical in delivering advisory services. Our talented developers and product specialists have been working with financial services firms to develop the custom solutions needed to address their client’s needs for over 30 years.”
About Informa Investment Solutions, Inc.
Informa Investment Solutions has been a leading solutions provider and strategic partner to premier financial services firms for over 30 years. Armed with a unique ability to create sophisticated tools and customized products, along with an unrivaled capacity to supply valuable data and support services, Informa is a consistent market leader throughout the investment community. Informa, a subsidiary of Informa Financial Information, serves more than 1,400 clients with a reliable database of 2,000 investment management firms and 12,000 products worldwide.
Other products and services include performance measurement and client reporting solutions (Investment Scorecard, Performer), investment policy statement and compliance monitoring (ComplianceIQ), composite management and reporting (CompSiteIQ), investment proposal generation (WealthIQ), trust owned life insurance monitoring (InsuranceIQ), investment manager research and evaluation tools (PSN Enterprise, PSN Monitor), and on-line marketing, sales and client communication tools (Executive Showcase, informa.asset.tv).
For more information on Informa Investment Solutions, visit http://www.informais.com.
About Janney Montgomery Scott
Established in 1832, Janney Montgomery Scott LLC provides comprehensive financial advice and superior service to individual, corporate and institutional investors. A full-service financial services firm, we are committed to providing individuals, and families, advice through a wealth management approach. We focus on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help meet their unique financial goals. Janney is equally committed to providing our corporate and institutional clients objective advice for the successful execution of their unique business plans. We provide advice and service to clients through a network of professionals in branch offices located primarily along the entire east coast. Janney is an independently operated subsidiary of The Penn Mutual Life Insurance Company. We are a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, and the Securities Investor Protection Corporation.
Jay Kimple, CIMA
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