Strengthen Client Relationships with Simplified Fund Management for Advisors
Streamline your investment management process with Ascensus’ exclusive Investment Change Manager (ICM), a powerful online tool built for financial advisors. ICM gives financial advisors complete control over fund changes, transforming complex administrative tasks into simple, compliant workflows. Designed to save time and enhance transparency, ICM helps you build stronger client relationships while improving operational efficiency.
Key Points
- Submit Fund Changes in Minutes: Eliminate paper forms and long email chains with ICM's streamlined workflows. Our straightforward approval process for financial advisors ensures investment changes are handled quickly and efficiently.
- Reduce Manual Errors: ICM automatically verifies fund eligibility and validates requests in real-time. This significantly lowers the risk of submission issues or compliance missteps that can delay your clients' investment changes.
- Enhance Client Transparency: Build trust through clear, documented communication—automatically accounting for DOL notice timing, updating and posting fee disclosures, and sending client notifications every step of the way.