Epicenter
OBS Financial Services, Inc. utilizes the Epicenter Worldwide™ Technology Platform to deliver its model portfolios to trust officers and retail advisors for redistribution to their clients. Epicenter provides branded sales tools, client and content education and business processing capabilities designed to make the user more effective and efficient when working with clients. It is the tool for trading, as well as information aggregation and dissemination.
Sales Tools
The Investment Planning Center consists of four key sales tools that assist trust officers and retail advisors in delivering a professional and compliant sales experience:
Risk Tolerance Questionnaire
Monte Carlo Simulation
Investment Plan
Investment Policy Statement
Education and Client Marketing
Epicenter houses hundreds of compliance approved educational pieces that can be private labeled to use with internal staff, clients and potential clients including:
Competitive Tools
Brochures
Presentations
White papers and articles
Portfolio information
Fund information
Trading
Epicenter increases efficiencies by removing the burden of placing multiple trades to create portfolios, providing automatic targeted rebalancing, and interfacing with most of the major trust accounting software systems.
Management Reporting
The Report Center within Epicenter provides Management reports on trading activity, account information, and asset information.