How can an aggregated QUO Portfolio help the Bank Relationship Manager provide better advice to their wealth clients?

Banks gain invaluable information on their client's assets and complete order flow. It allows EAM’s and RM’s to focus in providing value-added rather than dealing with workflow related issues. RMs can also advise their clients on issues like Strategic Asset Allocation and Portfolio changes rather than just simple security advice. This deepens the relationship and creates client success which leads to retention.