What You’ll Learn
- Deep dive into Alden COVE’s features, from digital back-office capabilities to client-facing technology.
- Learn how Alden COVE stands in contrast to other industry giants and what makes it a game-changer.
- An in-depth look into the smooth transition process to Alden COVE.
- Explore new growth strategies and partners for advisors. Examples include integrating Pontera to manage held away accounts, helping with HNW wealth strategies and proposals/tax transitions
Key Highlights
- Introduction to TAMPs: Understand the pivotal role of TAMPs in modernizing financial services, from streamlining operations and cost reduction to enhancing client experience.
- Alden COVE: Built on robust technology and strategic industry partnerships, Alden COVE is the pinnacle of investment platform design. Experience the future where state-of-the-art technology meets bespoke service.
- Digital Back Office and Client Services: Explore Alden COVE’s digital offering, where online account access, debit cards, and digital account opening enhance the modern client experience with seamless onboarding.
- Technology for Advisors: Alden COVE redefines advisor technology, bringing forth a combination of portfolio management, automation, and client engagement where advanced tools meet uncompromised flexibility.
- Private Labeling and Integration Capabilities: Understand Alden COVE’s unique approach to customization, where firms can intertwine their branding, creating a distinct identity, and how seamless integrations, from Redtail to Black Diamond, shape a cohesive ecosystem.
- Client Portals and Digital Reporting: Elevate client relationships with Alden COVE’s intuitive portals. Digital access and insightful reporting reshape what clients expect from their financial platforms.
- Investment Management and Model Portfolios: At Alden COVE, model portfolios transform into tailored financial stories. Advisors get the tools to craft, analyze, and innovate, creating unique narratives for every investor.
- Tailored Investment Solutions and Access to Institutional Asset Managers: In partnership with Amplify Platform, Alden COVE transcends boundaries, offering a vast spectrum of investment options and granting access to top-tier asset managers. Welcome to investment without limits.
- Unique Proposition: Alden COVE differentiates itself from competitors by intertwining advanced technology with tailored service. It’s more than just a platform—it’s an experience, making each client feel uniquely valued.
- Seamless Transition: Switching to Alden COVE is a breeze. Our dedicated transition team, partnered with Amplify’s groundbreaking tech, ensures a smooth transition, allowing advisors to focus solely on their clientele.