Technology

   Epicenter

   Interfaces

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.