Financial Advisors

 
investments, investment advisors, portfolios

Investment Advisors

As an advisory firm owner or OSJ there are several options for getting started with the  IDT Software program:

1) To get started you can use our trial option where you can create five portfolios with no obligation.

2) If an IAR, you can work out an arrangement with your Broker Dealer to be on their managed account platform. You may also operate as a third-party money manager for your Broker Dealer.

3) Lastly, you can create new revenue streams to help your clients establish a brokerage window with their 401-K and use IDT to make portfolio recommendations directly to them when they make the transactions.  

 
broker dealer, advisor, money management

Broker dealers 

For Broker Dealers we suggest the following options:

1) Choose a few of your advisors to try the software program at no charge. Once the software has proven itself we then schedule an educational tutorial for your firm.

2) You can select some of your money management advisors using the IDT software to manage client accounts submitted by other advisors on your managed account platform. By using multiple advisors the diversification of investment assets and style focus can be enhanced.

3) Add the IDT software program to your managed platform and manage the accounts internally for a fee as a third party money manager.

 
kingdom advisor, biblical principles, returns

Kingdom advisors 

Our software supports Kingdom Advisors and the belief that you can provide biblical advice and technology systems to your clients. To learn more about how we are involved with Kingdom Advisors read this blog post or fill out the Contact Us form.

Ec. 11:2 – “Divide your portion into seven, or even eight, for you do not know what misfortune may occur on the earth”. 

 
individual advisor, financial advisor, brokerage

Individual Advisors 

As an individual, you benefit directly and most from an advisor using the IDT
Software. Here's how you can get started: 

1) To get started you can use our trial option where you can create five portfolios with no obligation. 

2) You use it to manage the firm’s managed accounts for all your advisors.

3) If an IAR, you can work out an arrangement with your Broker Dealer to be an option on their managed account platform. You may also operate as a third-party money manager for your Broker Dealer.

4) You may create new revenue streams like helping your clients establish a brokerage window with their 401-K and use IDT to make portfolio recommendations directly to them where they make the transactions. You charge for this service as part of their client account retainer fee.

5) The immediate benefit to you would be lower fees. If you are using an
outside money management firm to manage your account, the fees are usually a
lot higher than what an advisor using IDT software would charge.

 

Learn more by Contacting Us below