The workstation, located on Brinker’s newly launched Web site (www.brinkercapital.com), gives advisers a tool that performs a support role in client acquisition, performance monitoring, and practice administration, according to the investment management firm.
One new feature is the customizable dashboard, called My Brinker, that will allow advisers to tailor client account information such as assets under management, pending account updates, proposal status updates, client watch, and an on-demand reporting package, according to Brinker. In addition, the site incorporates a number of planning tools, including wealth forecasting and retirement planning.
Together with Brinker Capital’s recently launched Practice Management Institute, the workstation will also contain tools to help advisers run more efficient, profitable businesses. The Practice Management section will offer educational content such as educational videos, economic and market information, manager overviews and commentaries, white papers on investment topics, and Brinker’s own proprietary research, a press release said.