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    Rk Advisors
    Investment Servces -
    Online Client Proposal Generation - Kovack Advisors' online proposal system allows the advisor to build customized investment presentations for clients utilizing an approved roster of professional investment managers and disciplines. A detailed assessment of the client's financial profile is used to help determine an appropriate asset allocation strategy. Select questions from the online questionnaire are scored to provide the foundation for unbiased and consistent asset allocation recommendations. Each model is driven by the client's unique risk/reward profile.
     
    A typical sequence of events would be as follows:
    • Gather and Input client responses
    • Review selected asset allocation models
    • Generate customized presentation for the prospect or client
    • Select Manager(s) and Discipline(s)
    • Review asset allocation and performance
    Upon deciding on an asset allocation and the corresponding manager(s) and discipline(s), a comprehensive proposal is generated detailing every aspect of the portfolio, including: style and asset allocation, investment objectives, and hypothetical performance.
    It is the ideal online solution for creating and presenting customized investment management portfolios to clients and prospects.
     
    Web-based Reporting Tools -

    access to comprehensive client account information that will help ensure the progress, activity, and performance is in line with the stated investment goals and objectives.

    Available in three formats, the advisor has options when deciding how to deliver portfolio updates to the client: 1) an on-screen display 2) an easier to print and present - Adobe Acrobat PDF document and 3) a comma-separated value export format for Excel.

    Of course comprehensive monthly account statements are also sent by the custodian, National Financial Services (NFS), which includes:
    • Current-period transaction activity
    • Positions grouped by investment type
    • Asset and style allocation
    • Cost basis
    • Short and Long-term gain/loss information
    Sample Reports - Click on images below to view samples.
    Executive Summary
     
    Equity Analysis
     
    Fixed Income Analysis
     
    Portfolio Performance
     
     
     

     

     

       
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