Press release
DynamicWManagement: Investment Services at Dynamic Wealth Management
The Investment Services Platform offers the professional intermediary a comprehensive array of investment products and services, integrated with a wide range of financial planning structures and business support services.Dynamic Wealth Management's professional Investment Services Platform (ISP) Matrix is designed for one purpose; to support your business and financial needs by: Eliminating administration, Enhancing customer services, Reducing costs and Increasing Revenue Our state of the art technology gives you access to a back-office platform that delivers scalability, increased efficiency and a competitive edge. This enables you to reduce your administrative and management burdens and so free more time to devote to your clients.
Custody & Portfolio Administration www.dynamicwmanagement.com
Dynamic Wealth Management operates highly efficient and tailored investment administration solutions to a number of institutions and professionals across a wide spectrum of the financial industry.
As well as offering third party administration services outsourced to us, we provide global custody services via our own nominee company, servicing experienced investor funds and a selection of professionals looking for administrative and custody solutions. www.dynamicwmanagement.com
Administration provisions may include a combination of the following: On-line dealing and fully integrated trade settlement services, Global custody with on-line interaction and portfolio monitoring, Corporate action and dividend processing, Asset and unit linked fund pricing, Fully white labelled valuation and statement reporting solutions and Designated and global 'Profit/Loss' and 'Trial Balance' reporting. The effective use of Dynamic Wealth Management's investment administration services provides institutions and life companies with the opportunity to: Reduce running costs and overheads, Optimise efficiency and straight through processing, Reduce operational risk and cost, Offer enhanced services to their clients, Review portfolios daily via on-line access and Have access to highly qualified personnel. The activities undertaken within investment administration are essential to the successful delivery of investment services and products. None of these can deliver what the client expects if dividends do not arrive on time, deals are not placed correctly, trades do not settle on time, corporate actions are misinterpreted or shares are not correctly transferred when a new account is opened. www.dynamicwmanagement.com
DynamicWManagement - Our group has the unique capability to fully master the heart of the international business and finance center, enabling us to deliver powerful solutions from our investment platform both to fulfill individual investment needs and to support the aspirations of our business partners.
Dynamic Wealth Management is an independent investment advisory firm which focuses on global equities and options markets. Our analytical tools, screening techniques, rigorous research methods and committed staff provide solid information to help our clients make the best possible investment decisions. All views, comments, statements and opinions are of the authors. For more information go to www.dynamicwmanagement.com
Dreikoenigstrasse 31 A,8002, Zurich, Switzerland
41 445 804 920
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