For our Investment Advisor and
Securities Broker Friends
from The Truth Central!
There’s a Newly Available Technology
Designed to Help You
Recruit New Clients, Reduce Reg. BI Risks,
and Make You More Money!
Decision Technologies Corporation’s Professional RapidReview Tool™ (ProRRT™) enables you to comparatively evaluate hundreds of mutual funds and ETFs in mere moments and in a way never before available.
Its patented technology enables you to answer this previously unanswerable question – “Of all the available choices, which ones are best for my client (or this model portfolio)”
The time you can save, in precisely focusing your due diligence on only the best few choices, will be dramatic. How much is your time worth, especially if you can spend it recruiting new clients?”
The ProRRT™ will also provide you with:
- A uniquely compelling way to recruit new clients. Imagine meeting with prospective clients and scoring and ranking their mutual funds and ETFs against all other available choices in moments and with them watching. When they see the performance gaps (money they’ve “left on the table”) and historically better choices often with better risk metrics and cost – you’ll see for yourself the competitive edge you’ll have.
- Improvements in investment performance of all of your clients (often dramatic), and
- An ideal way of conducting remote / online meetings with your clients.
But that’s not all.
With the prospect of ever more onerous federal and state “fiduciary” and “best interest” rules, the ProRRT™ will enable you to filter out all conflicts of interest and provably demonstrate that the mutual funds and ETFs you’re recommending are in your clients’ best interests.
All of this will help to increase your AUM, revenue, and the value of your advisory practice,
And it will save you a huge amount of time and worry about compliance and your competitive position.
But don’t take our word for it!
You can use this free version of the ProRRT™ to test how well what you are recommending compares with other available choices. See for yourself how vulnerable you are to competitors who can – with the ProRRT™ – show your clients something significantly better than what you’ve recommended.