OMAHA, Neb., Dec. 6, 2016 /PRNewswire/ -- CLS Investments, LLC ("CLS"), a third-party money manager and a leading manager of exchange traded fund ("ETF") portfolios, announced its latest feature enhancements to CLS Autopilot, an automated asset management tool for advisors that is designed to enhance the client experience. CLS Autopilot allows advisors to digitally open accounts, and provides direct access to Orion Connect, integrating data on one simple dashboard for the advisor.
"The financial industry's quick pivoting around the DOL regulatory changes coupled with technology changes has taught all of us that the core of our industry is as prone to volatility as the stock market," said CLS Investments CEO Ryan Beach. "The enhancements to CLS's Autopilot program provides advisors and their clients with a technology solution and central hub to seamlessly assist with industry changes, whatever they are, whenever they may come."
The new enhanced features of CLS Autopilot allow advisors to:
- Access CLS Autopilot directly through the Orion Connect portal via a single sign-on application, proving advisors with the ability to login to one central dashboard where they can access client reporting, account information, client portals and the CLS Autopilot digital account opening platform.
- Open accounts directly from their advisor dashboard, providing them with more flexibility and control when working with clients.
- Have the ability to view their account plans and make contributions or withdrawals online directly from the Orion Client Portal.
- Access the new advisor dashboard visibility tool, which helps advisors track account opening progress and resend online applications to clients.
- Access CLS's AdvisorOne Funds (mutual funds) Strategy through CLS Autopilot, dropping the account minimum to $0.
"The CLS Autopilot platform gives advisors the ability to focus on their core workflow, allowing the technology to efficiently handle the back-office processes," said Sean Hollingshead CLS Investments Director, Investment Advisor Division. "Now that advisors have direct access to CLS Autopilot through Orion Connect, they can easily access account opening workflows, client dashboards and account reporting from one single sign-on portal, giving them more time to focus on the client."
Autopilot allows advisors to cater to next-generation clients while profitably serving clients who may be below the advisor's current investment minimum requirement. CLS Autopilot is unique to each advisor and allows advisors to segment and grow their business without adding to their back-office workload.
Mr. Beach concluded, "CLS continues to remain on the cutting-edge of the industry, and CLS Autopilot is another step in the right direction to ensure advisors' businesses are streamlined, ultimately improving the client experience."
To register for a live webinar discussing the new features, click here: http://bit.ly/2fUqfUm.
For more information on CLS Autopilot, please visit http://clsautopilot.com.
About CLS Investments
CLS is an Omaha-based registered investment adviser managing in excess of $6 billion. As one of the largest third party money managers and ETF strategists in the U.S., CLS partners with thousands of advisors, plan sponsors, and institutions to offer a full suite of outsourced portfolio management solutions for more than 35,000 individual investors. CLS specializes in creating portfolios based on a distinct risk budgeting methodology and active asset allocation approach. The CLS investment process is governed by systematic research across asset classes and strategies and the continuous measuring of risk. CLS claims compliance with the Global Investment Performance Standards (GIPS®). CLS Investments, LLC is a registered investment adviser. To obtain a copy of a fully compliant presentation and/or a list of composite descriptions, contact us at 888-455-4244. CLS is a subsidiary of NorthStar Financial Services Group, LLC (NorthStar), which currently has nearly $430 billion in assets under management and administration. To learn more, visit www.clsinvest.com.
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SOURCE CLS Investments, LLC