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| How Portfolio Factory helps you build your
401k practice using custom branded portfolios: |
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Portfolio Factory is completely web-based, which means you can control (and modify) your custom 401k portfolios from any computer with an Internet connection. Simply login at www.advisor-login.com using your user name and password, which is provided when you become a client. Your password-secured Portfolio Factory web access allows you to quickly and easily setup and name each of your custom 401k portfolios, and add clients who will be investing in them. You select the portfolio your client invests in. Simply enter the dollar amounts that a client invests, and have the client mail (or wire) payment to the custodian. When the custodian receives your client’s payment, Portfolio Factory is automatically notified, and instructs the custodian to purchase the no-load funds that comprise your custom 401k portfolios. Portfolio Factory receives current market information from the custodian daily, converts this information into your custom 401k portfolios, and applies the proper balances to each of your clients’ accounts. Clients can check their 401k balances online. Adding new money to a client’s account is as easy as entering the dollar value to be invested, and instructing your client to send his or her payment to the custodian. Liquidating or exchanging invested assets between your custom 401k portfolios is controlled by you, from your Portfolio Factory website. Proceeds from liquidations are promptly sent by the custodian to the address you specify.
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