FINANCIAL PLANNING
To aid financial advisors in delivering high-quality, consistent advice, a variety of financial planning tools are available through Delta, including:
Through these products, financial advisors have access to services such as:
- Portfolio analysis and exposure reporting
- Investment research
- Performance measurement and reporting
- Balances, positions, gain/loss, tax lots and transactional history
- Goal profiling and prioritization
- Estate and insurance needs analysis
- Activity management
- Client profiling
- Asset and sector allocation
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