Advisor Success Blog

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​How IBDs are Adapting to Technology in a Changing Landscape

Feb 26, 2019

By Michelle Barry 

Let’s face it. The financial services industry is a competitive one, and the role of the financial advisor is rapidly shifting. With regulations constantly changing, advisors and the firms that support them should reevaluate how they’re serving the needs of their clients, or risk losing them.  

Technology has taken a front seat for broker-dealer advisors who want to deliver best practices and build a better client experience. James Poer, president and CEO of Kestra Financial, said, “The IBDs that aggressively invest in people, technology, and related resources are going to be the winners,” (ThinkAdviser, 2018 Broker-Dealer Presidents Poll). Continued focus on reevaluating resources and adopting new technology will help advisors better support their practice and clients.

Portfolio Builder, H. Beck’s newest Investment Advisory program, was developed as a tool to help our advisors serve their clients’ financial needs, and is changing the way they view and manage their practices.

Key features include:

  • Professional quarterly performance reports at an account or household level summarize your account
  • Online and mobile account access – convenient access to your accounts on the go
  • E-delivery – you can access documents electronically via secure online access
  • SelectLink® joins accounts with the same household address, making it possible to receive a consolidated household statement

As with all new technology, Portfolio Builder will continue to evolve, and we are committed to providing our advisors with ongoing training and support. To learn more details about how Portfolio Builder can help your practice, visit: If you would like to sign up for a webinar, click here for the next available date(s):

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