Are you sure that the current structure of the portfolios under your responsibility matches expectations in respect to risk ?
IBO offers you an opportunity to review the current situation of your clients’ financial assets and to quantitatively define the details of their future needs. We analyze the financial composition of their investments and evaluate the probability of reaching their objectives. This is followed by a personalized discussion of the best strategy to adopt and set up in order to avoid unpleasant surprises.
Are you sure that you chose the best bank or best fund managers
for your needs ?
IBO gives you the benefit of an anonymous and secure tool that makes it possible to compare establishments with each other based on concrete facts and figures. Competitive pricing and compensation that excludes all conflict of interest enable us to provide a neutral perspective and independent opinion without pressure, at your clients’ service. You are entirely free to select the service providers of your choice.
Are you sure that you are correctly measuring the performance and risk of each portfolio being managed by third-parties ?
Enjoy the peace-of-mind you get with IBO monitoring the performance and risk related to each portfolio on a daily basis. You may also choose to have us contact financial establishments directly in case of a relative deviation in performance, or relative / absolute deviation in volatility compared to predefined criteria. We contact you only if we do not receive adequate answers to our comments and requests.
Are you sure that you fully understand the financial language ?
A simple and efficient tool is at your disposal to establish, understand, and compare the results of your client’s managed portfolios. By providing clear and transparent reporting, IBO is your partner for fully understanding an increasingly complex financial world.
Are you sure that you receive regular information concerning your clients’ portfolio progression ?
Our tailor-made interactive reports give you an up-to-date view, at all times, of the portfolios you manage. By tracking your clients’ assets on a daily basis, this solution enables you to keep them informed quickly concerning the progression of their wealth performance and risk.
Are you sure that you have a clear and precise view
of your clients’ assets ?
The IBO tool enables you to efficiently track consolidate and compare your clients’ portfolios in complete confidentiality, for different currencies.
