Professional Partners
Alliance chooses its professional partners very carefully, with a clear focus on how we can improve the service to our clients.
Investment Administration
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Our focus is clearly centered around strategy and ongoing investment management for our clients. This is why we choose to outsource the collection of income, tax reporting and general financial reporting on our clients' investments. We review the contractual arrangements, service and pricing regularly to ensure our clients are recieving the best.
Research
We are continuously searching for ways to improve the way we filter and research investments. Via our stockbroker panel, which is reviewed annually, we have access to data, economic research, investment research and direct access to some of the best analysts in the country. Alliance carefully filters this information and applies it to your personal circumstances and portfolio.
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Client Relationship Management (CRM)
The accurate recording and access to client information, file notes and general details is vital to our business. This ensures the Alliance TEAM has all of your records at their fingertips which is why our CRM system is so important. Aaromba has consulted to Alliance in this regard since 2005.
