Company Objective

ACN’s primary goal is to advance our clients' ability to increase productivity, lower costs and improve their competitiveness. We do this in the following manner:

 

  • Designing strategic compliance solutions through automation of routine activities;

  • Providing new services to cut compliance costs;

  • Advising companies on how best to use technology to solve compliance needs; and

  • Introducing new forms of technology to improve compliance operations while reducing overhead.

 

By focusing on investment firms, coupled with our industry background and experience, we are able to relate to our client's compliance circumstances and provide effective solutions to fit their needs as well as industry requirements.

ACN is proud to be able to provide this dimension of services for investment firms and financial professionals. We are offering our compliance and IT expertise in the same spirit – to save you time, money and help you grow your business.

We want to work with you as your strategic partner. Like you, our goals can only be achieved by helping you become more successful.

 

INDUSTRY PERSPECTIVE

The investment advisory side of the financial industry has experienced enormous growth both in managed assets as well as firms to manage those assets over the past thirty years. The demand for new investment data and the tools to manage those assets has grown along with new consulting firms which evaluate managers' performance. Technology has fostered much of this growth while government legislation can account for the rest.

The results of this expansion in firms, assets and technological innovations is more information is now available or required for firms to handle to conduct their business. Timely investment data is needed on a regular basis in order for advisors to manage portfolios; for consultants to analyze managers' profiles and performance results; and, for both to make recommendations to their clients.

The challenge is how do you access the information you need; put it to productive use; share it both within and outside your organization; and, incorporate it into your product/services. Advisor Consultant Network, Inc. offers you some of these solutions and is always interested in developing new ones.

 

COMMITMENT TO CLIENTS

Software and hardware technology are not just the processors of financial information but also the tools to be used to gather and interpret data in the right format, at the right time for you to make informed decisions. A goal of the modern investment firm is to make information available to all those who need it, employees, consultants and clients alike, so that better decisions are made, productivity is increased and benefits are derived.

Finding the balance between reducing costs and improving productivity will determine which firms will prosper. Our commitment is helping investment companies adjust the way they do business; showing companies how best to use technology; and, introducing new forms of technology to improve operations, reduce overhead and expand profit margins.

 

 

    ACN is a member of the National Society of Compliance
    Professionals, Inc.  www.nscp.org

© Copyright 1995-2018 Advisor Consultant Network, Inc. All rights reserved. | 600 Superior Avenue, Suite 1300 Cleveland, OH 44114 | Phone: 216.522.1908