A Typical Advisor Needs to Consider One Million Data Points - Every Single Day

Are your advisors effectively analyzing whether the securities they recommend are in the best interest of the investor? 

Reg BI requires that advisors consider reasonably available alternatives (RAA) before making an investment recommendation. 

A typical advisor with a product shelf of 35,000 products and 5 clients per day would need to consider 1 million data points - every single day.  As you can imagine, a person isn't capable of processing this amount of data in order to compliantly meet this requirement.

Ask us how InvestorCOM can help you meet the #onemilliondatapoints challenge