Released on: September 5, 2011
Author: Sphinx Technology Applications Group
Sphinx Asia Wealth Management Ltd. has launched a new dedicated portal specifically for retail financial advisers.
The new online portal, available directly through a pre-approval access page, brings together the most relevant investment information from Sphinx’s extensive range of detailed and unbiased industry analysis and allows financial advisors to cut through prevailing noise to hone in on the topics which are important to them.
Alongside this, advisers will be able to quickly navigate through Sphinx tools and investment services which can help them get under the bonnet of its funds, build and manage client portfolios, and enhance the value added to clients’ investments.
Adviser visits to Sphinx’s website have tripled since its portal’s beta launch in March 2011 which is a clear indication that the provision of online help and support is increasingly vital.
Teddy Marshall, head of business development at Sphinx Asia, said: “Financial advisors need support so they can spend their time generating value for their businesses, and advising their clients. They are bombarded with news and investment information from a variety of sources and it can be difficult to steer a course through the content and find the relevant pieces.
“Sphinx Asia has teams of experts across a wide range of investment capabilities and they regularly produce insightful and impartial commentary – so we have made advisers’ lives a bit easier by consolidating this into one place alongside the tools they need to help provide the best investment advice for their clients. We want to help them spend as much time with their clients and less time searching for information and support – our new online information suite does that.”
At Sphinx Asia, the purpose is to improve financial security by providing strategic advice, world-class implementation, state-of-the-art performance benchmarks, and a range of objectively researched, institutional-quality investment products. Many of the world’s most successful institutions and organizations depend on Sphinx Asia’s investment expertise to build long-term financial security for their businesses, investment funds and employees.
When talking about Equity Investment and Stock Research, it is fair to say that no two clients are the same, and this is also true of their performance criteria. For this reason, and to ensure we recommend the best stock selections and provide the best market information, it is important that we fully understand your needs and portfolio requirements. To achieve this, one of our experienced professionals will take the time to explore your current status, your anticipated investment cash flow and your funds commitment priorities.
Having worked together to establish a suitable plan, your Account Manager will then, after extensive research, put forward carefully considered stock recommendations and research reports tailored to your asset management style and percentage gain targets. Our Proposals for you will be able to move you ahead successfully with your portfolio management and asset allocation into profitable risk mitigated equity positions.
Once your Equity Trades are in place, as a result of our research and recommendations, we will then continually monitor these positions and recommend reasonable exit points when targets are met or revise targets where appropriate. You will receive monthly reports, regular reviews, newsletters, new offering suggestions and face to face meetings in our offices at Azuero Business Center here in Panama or at your home country office. The success of any Investment Portfolio selection is not just in the initial selection of the investment, but more importantly, in the ongoing management and pro-active amendments.