Every Financial Advisor Needs this Research:
Learn what affluent investors expect from their advisors today.
Affluent investors are taking an increasingly active role in their investments and are demanding more from their advisers than ever. For the past three years, FactRight has been providing independent research to broker dealers and registered reps that help them help their investors. Their expectations are high and researchers have found that more than 70% of investors expect their advisors to utilize outside financial research*
Attracting and retaining high net worth clients is easier if you live up to their expectations. Learn what your clients want you to know. Sign up for FactRight’s free newsletter by clicking here.
*Research from Dow Jones & Co, Inc.
The Best View
In the business of alternative investments, nothing is more important than clear and concise due diligence and analysis provided in a timely manner and presented in an easy to understand format. Nothing hidden, FactRight’s unbiased, comprehensive website and reports provide a clear view into what you need to know.
FactRight is powered by the experience and expertise of its people. Comprised of highly credentialed real estate, oil and gas, investment and securities industry leaders, our experience is your assurance of quality.
Processes based in Accounting Firms, Investment Banking Houses and Rating Agencies' due diligence procedures allow FactRight’s experts in auditing, compliance, law, accounting, taxation, securities, marketing, and business to make sure the information provided is consistent, accurate and transparent.
See Further
For a nominal subscription fee, you can now access FactRight’s database which provides the critical information you need to make intelligent recommendations to your clients. While knowing your client and your offering selections is critical, knowing what your competition is presenting provides you a competitive edge. This database includes all the major sponsors and provides clear, concise, accurate and comparable data with just a few keystrokes.
Look Deeper
FactRight’s comprehensive third party due diligence reports are much more than a review of the PPM. Our sponsor reviews cover the various aspects of a company’s operations with an in-depth analysis of operational procedures, financial performance, internal controls, capitalization, legal structure and accountability among other facets. Our offering reports provide a transparent snapshot of each offering by assessing the investment strengths and risks, subjecting the sponsor’s proforma projections to rigorous financial analysis, and independently examining all aspects of the underlying asset. Our internal expertise coupled with our business partners in the field of securities law, accounting, auditing, real estate and energy provide us the breadth of knowledge and expertise necessary to effectively execute our engagements.
Envision the Future
Many non-conventional investments are highly regulated private placement securities, and are only appropriate for accredited investors. The IRS, FINRA, the SEC and other regulatory agencies continue to scrutinize all products in this arena, and the marketplace continues to evolve. The seasoned experts at FactRight understand the complexity of the industry and can work with you to provide scalable, dependable support allowing your broker dealer the opportunity to integrate this exciting product into your portfolio. We will position you to succeed!
Our complete process will provide everything you need—from recommendations based on your own internally set criteria, to product roll-outs, training, materials and complete marketing and compliance support—so that your team is completly prepared to add alternative investments to their products and portfolios.
Get your team ready for the future with FactRight.
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