Lynkos

In the new wealth management model, customers seek for trusted advisors that will not only tailor portfolios to their specific needs, but specially monitor the performance of those solutions to make sure the main objectives are met along their lifecycle. Information is the keystone element, enabling you and your entire organization to fulfill its role.

At funds & assets level, Lynkos will deliver asset-specific information, such as:

• Fund performance
• Relative performance vs. other assets & indexes
• Historic pricing
• Asset allocation
• Fund factsheet

At portfolio level, Lynkos delivers key business metrics and data in real time, such as:

• What's my Asset Under Management -AUM- figure for each fund?
• What was my Asset Under Management figure at X date?
• Which are the specific clients invested into each fund?
• How does this funds' performance compare to others?

In addition, users may set up customized alerts and through mutliple delivery options be constantly aware of relevant portfolio events, such as:

• Performance over X %
• Performance under X %
• AUM > X
• AUM < X
• Miscellaneous

Through the "Custom Portfolios" feature, users can group individual funds into portfolios with customized names; share them with others to use with specific client profiles; and access performance, asset allocation and other financial metrics as for individual funds. Examples of custom portfolios include:

• My cautious portfolio
• My balanced portfolio
• My aggressive portfolio
• My low commission portfolio
• My high commission portfolio
• My "A" list portfolio

Automated commission breakdowns of trail based / rebate commissions on both individual funds and custom portolios will bring your organization to a new order of efficiency. Lynkos calculates and breaks down commissions on a daily basis. This translates to you and your financial advisors knowing how much is being earned on AUM on a daily basis. Check out our Channel Management features for more details on commissions.

We are all about focus, and deliver tools that let you and your financial advisors focus on fulfilling their key role in the new wealth management industry... That is, becoming the trusted advisor of your customers... efficiently.