Benefits of Using IDT Software

broker dealer, advisor, money management

The benefits of an investment advisory firm

using the investment decision-making technology provided by IDT Software can be easiest placed into two categories – long-term benefits and short-term benefits. Let’s look at the long-term benefits first. Probably the most beneficial and most important to the firm and its advisers is the image of the firm.

How would the image of a firm be enhanced and by whom? How would the enhanced image benefit your firm? These are easy questions. Here are a few.

  1. Your clients. The clients of every adviser should receive the greatest benefit of anything that the firm does. However, receiving reports and being told that their long-term investment performance meets or exceeds your portfolios underlying benchmark is the benefit that most clients want most. Not because of the performance itself but because of what that performance achieves – secure retirement, early retirement, paying for a college education, trips, charitable giving, on and on. They can also benefit when their adviser has more time to spend with them learning about the deeper issues in their life that has nothing to do with money. These are the reasons a client wants to support their adviser by telling their story to others. This is like the person listening to a commercial and then thinking “This company is spending millions of dollars to get me back into their establishment when all they had to do the first time was meet my needs.”

  2. Other advisers. When your clients perceive an increase in the value of your services, performance, and relationships they tell other people in their lives. The most important factors are that the purchaser be able to deliver quality investment performance and solid personal relationships to their clients.

  3. Your staff. Another group of people that will be cheering from the rooftops about how great your firm is will be your staff. All employees want to work in an organization that is highly effective and efficient. It’s enjoyable and relaxing. When turnover occurs and the unit remains effective and efficient your staff will also feel secure.

Some short-term benefits of using IDT Software are:

  1. You can lower overhead by requiring less staff and outside resources that provide investment and portfolio allocation models or recommendations.

  2. The average time requirement to manage portfolios has been reduced with IDT Software to around five to thirty minutes per day. Of course, in large firms this could be a little more.

  3. The stress level of determining the investment selections for your client portfolios is removed when IDT Software is allowed to make the selections without the emotions of fear and greed.

  4. The freedom for you and your staff to take time off from work, take more family vacations and educational business trips without worrying how the market is performing.  The IDT decision-making technology would still be at work making decisions without you.


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