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GIPS Compliant Reporting
What is GIPS? The GIPS standards are a set of standardized, industry-wide ethical principles that provide investment firms with guidance on how to calculate and report performance. The objective of GIPS is to increase client trust, provide full disclosure, and secure confidence of the client. Through the GIPS standards, advisors are able to provide even more transparency for clients. |
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Client Acquisition Solution
American Investment Services illustrates an efficient opportunity to streamline your investment recommendations to your clients. We create customized client proposals that match their investment objectives, risk tolerance, and time horizon. This detailed analysis is compiled with your client's own current investments providing a thorough and effective break-down of their portfolio. American Investment Service's client acquisition solution accomplishes a transparent, risk adjusted, allocation for investment recommendations.
Back-Office Support and Technology
We have helped many advisors streamline their day-to-day back office operations. American Investment Services has a comprehensive technology suite providing you with a complete client management solution. Our technology allows you to communicate effectively with your clients while also delivering the best service in the industry. American Investment Services has created a state of the art investment research tool, which builds the most compelling, up to date product information for servicing your clients.
Reporting Suite
American Investment Service's robust reporting suite is constructed of multiple pre-formatted reports as well as customized report builders. In order to provide a high level of client service, AIS makes available time weighted returns, benchmark comparisons, portfolio valuation, and consolidated statements. For example, these reports will help to efficiently organize client investments. Client statements are easily generated and personalized from the advisor's firm to display control of managed assets. Our innovative style of reporting provides complete transparency for your client's portfolio.
The clients of AIS advisors are granted with personalized login access to view their managed portfolios. This technology can also assist you with tracking your new accounts on a day-to day basis. Our technology is available for clients to view at their convenience, 24 hours a day, 7 days a week. These industry-leading services is what differentiates the advisors of American Investment Services.
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