The new web-based platform will enable individual advisors to engage clients with profiling tools, investment and savings plans, access to globally diversified portfolios as well as quarterly economic and portfolio reviews.
Initially, the platform available to selected Russell advisor clients, including some 130 financial advisors with Raymond James Financial Institutions division.
According to the Russell, the platform automates the client and investment management process from planning through to implementation and reporting, and facilitates regular interaction between the advisor and the client.
Russell director of practice management Kevin Bishopp said that with LifePoints CONNECT, advisors can work with their emerging clients more effectively; while managing their overall book of business more efficiently.
