Grayson Rosato
Advisor Portal
Completely new to the DST landscape, the Advisor Portal product streamlines third party client onboarding, advisor specific features, and brand white-labeling capabilities. This experience educates financial sponsors and enables them to invest new DST clients automatically. Once invested we utilize sponsor data to offer clear, intuitive insights into clients' financial positions, a first in the industry.
Advisor Portal Features
Onboarding
The Realized Advisor Portal streamlines client onboarding by automating the cumbersome paper trail that once characterized the process. Seamlessly collecting vital exchange information, this tool simplifies and accelerates the journey for both advisors and clients, enhancing efficiency and accuracy while eliminating the challenges of manual paperwork.
Collect vital exchange information in a step-by-step onboarding wizard.
Progress Report
This feature offers a detailed view of each client's current stage in the investment process, with actionable steps conveniently accessible. Once all steps are successfully completed, the system automates paperwork processing, ensuring a smooth transition of the client into their dedicated portal. This streamlined approach allows advisors to handle multiple clients with ease, providing a hassle-free and organized experience.
With actionable next steps and intelligent statuses, advisors can keep track of multiple clients at once.
Client Management
Our client management experience delivers a succinct yet thorough snapshot of clients' investment status and performance, with the ability to access detailed insights. Advisors can not only monitor investment progress but also gain access to the client portal view, download performance documents, make necessary edits to personal information, and track significant milestones spanning all accounts.
Each advisor now has the ability to view the performance of their client book as a whole, and dive into details when necessary.
Savings Calculator
Advisors can input their client's property sale details and generate a report showcasing potential savings achieved by opting for a DST investment over a direct property purchase. This tool empowers advisors to offer clear insights into the financial advantages of this strategic investment approach.
Being able to capital capital gains tax gives each advisor another tool in their belt when explaning the benefit of a DST exchange.
Being able to capital capital gains tax gives each advisor another tool in their belt when explaining the benefit of a DST exchange.
back
Grayson Rosato
Advisor Portal
Completely new to the DST landscape, the Advisor Portal product streamlines third party client onboarding, advisor specific features, and brand white-labeling capabilities. This experience educates financial sponsors and enables them to invest new DST clients automatically. Once invested we utilize sponsor data to offer clear, intuitive insights into clients' financial positions, a first in the industry.
Advisor Portal Features
Onboarding
The Realized Advisor Portal streamlines client onboarding by automating the cumbersome paper trail that once characterized the process. Seamlessly collecting vital exchange information, this tool simplifies and accelerates the journey for both advisors and clients, enhancing efficiency and accuracy while eliminating the challenges of manual paperwork.
Collect vital exchange information in a step-by-step onboarding wizard.
Progress Report
This feature offers a detailed view of each client's current stage in the investment process, with actionable steps conveniently accessible. Once all steps are successfully completed, the system automates paperwork processing, ensuring a smooth transition of the client into their dedicated portal. This streamlined approach allows advisors to handle multiple clients with ease, providing a hassle-free and organized experience.
With actionable next steps and intelligent statuses, advisors can keep track of multiple clients at once.
Client Management
Our client management experience delivers a succinct yet thorough snapshot of clients' investment status and performance, with the ability to access detailed insights. Advisors can not only monitor investment progress but also gain access to the client portal view, download performance documents, make necessary edits to personal information, and track significant milestones spanning all accounts.
Each advisor now has the ability to view the performance of their client book as a whole, and dive into details when necessary.
Savings Calculator
Advisors can input their client's property sale details and generate a report showcasing potential savings achieved by opting for a DST investment over a direct property purchase. This tool empowers advisors to offer clear insights into the financial advantages of this strategic investment approach.
Being able to capital capital gains tax gives each advisor another tool in their belt when explaining the benefit of a DST exchange.
back