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Technology that works the way it should: For you
Portfolio and practice management tools can be a competitive advantage, as long as you know how to use them. That’s why Baird continues to invest in leading-edge, user-friendly technology that is designed to adapt to your business instead of the other way around. Our flexible, integrated platforms are client-centric rather than account-centric, giving you a comprehensive view and easy reporting capabilities regarding your clients’ asset allocation and performance.
It’s all about creating efficiencies at the desktop so you can best achieve your clients’ goals and your business objectives. And our knowledgeable, in-house IT support professionals will help you arrive at best practices and will respond in real time to your questions and troubleshoot any issues that may arise.
PORTFOLIO MANAGEMENT
- Desktop Research Tools
In addition to Baird’s award-winning research, we offer a wide variety of independent research, all easily accessed and ready to be e-mailed from your desktop.
- Financial Planning
Naviplan, our modular desktop asset allocation and financial planning tool, enables goal-based planning, cash flow projections, Monte Carlo analysis and scenario planning. Client account information is automatically populated, and you can customize the way you use it with optional levels of detail and the ability to sort by planning topics.
- Asset Allocation and Performance Monitoring
HouseholdView provides a daily desktop view of each client’s assets, including assets held outside of Baird – their household value, asset allocation and performance. This tool is fully integrated with the back office, so you’re just clicks away from the details you need for client calls. HouseholdView also offers on-demand, customizable reporting.
SUPPORT
- Workflow Solution
Our Web-based solution, LiquidOffice, takes the hassle out of the account-opening process. It creates, deploys and automatically manages the data-entry, routing, tracking, and approval processing of electronic account forms, so you can remain focused on your business, rather than account paperwork.
- Work Flexibility Tools
Remote Access
Citrix provides you the flexibility to work when and where you want with
access to your desktop from any Internet-ready location you designate.
Web Conferencing
Microsoft® Office Live Meeting is a reliable resource for those times when you
need to conduct business electronically rather than in person.
Smart Phones/PDAs
We provide support for a number of smart phones/PDAs, including
Blackberry® and iPhone, so you can connect and collaborate
wherever you are.
Upgrade the support system for your client relationships. Contact us.
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