Sharegain introduces Advisor Center
16 September 2024 US
Image: William/stock.adobe.com
Sharegain has launched its Advisor Center, offering a comprehensive suite of resources for financial advisors.
The new platform is designed to equip financial advisers with the knowledge and tools to become 鈥渆xperts鈥� in fully paid lending, and identify which of their clients could benefit from the service.
With a focus on education and practical implementation, Sharegain says the platform addresses the growing demand for portfolio optimisation solutions.
Chad Smith, director of US marketing at Sharegain, says: 鈥淭hrough our conversations with advisors and registered investment advisors (RIAs), it became clear that they are constantly searching for ways to enhance client returns, but often lack the necessary tools.
鈥淭he Advisor Center fills that gap, offering advisors a straightforward path to mastering fully paid lending and enabling clients to potentially generate passive income.鈥�
One of the platform鈥檚 features is a portfolio analyser, which enables advisors to identify which clients are best suited for fully paid lending and gain insights into demand securities.
The platform鈥檚 resource hub offers detailed guides, articles, and videos on fully paid lending fundamentals, market trends, and implementation strategies.
Advisors can also earn Continuing Education (CE) credits through a course on passive income and fully paid lending.
Reisa Asimovic, US general manager at Sharegain, adds: 鈥淭he Advisor Center is a key part of our approach to equipping the wider market with easy-to-understand, effective solutions that drive value and enhance client portfolios.鈥�
The new platform is designed to equip financial advisers with the knowledge and tools to become 鈥渆xperts鈥� in fully paid lending, and identify which of their clients could benefit from the service.
With a focus on education and practical implementation, Sharegain says the platform addresses the growing demand for portfolio optimisation solutions.
Chad Smith, director of US marketing at Sharegain, says: 鈥淭hrough our conversations with advisors and registered investment advisors (RIAs), it became clear that they are constantly searching for ways to enhance client returns, but often lack the necessary tools.
鈥淭he Advisor Center fills that gap, offering advisors a straightforward path to mastering fully paid lending and enabling clients to potentially generate passive income.鈥�
One of the platform鈥檚 features is a portfolio analyser, which enables advisors to identify which clients are best suited for fully paid lending and gain insights into demand securities.
The platform鈥檚 resource hub offers detailed guides, articles, and videos on fully paid lending fundamentals, market trends, and implementation strategies.
Advisors can also earn Continuing Education (CE) credits through a course on passive income and fully paid lending.
Reisa Asimovic, US general manager at Sharegain, adds: 鈥淭he Advisor Center is a key part of our approach to equipping the wider market with easy-to-understand, effective solutions that drive value and enhance client portfolios.鈥�
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