Broker Pooling is a successful concept in the US, in Germany and in the UK. In Switzerland hardly any good such concept exists, since all pooling is either controlled by banks or running a massive conflict of interest. You would find pools offering direct advice to clients (as any of your competitors) and offering you fund products at the same time. Why should you want to give competitors access to your clients? In fact, it is our mission to protect your book of clients (as a fact not just on sales contract paper) and strenthen your position in beeing the only party giving independent advice on financial and insurance products to your clients in Switzerland and internationaly.
As a Pool for independent Wealth Managers and Financial Advisors you will find administrative support, but more important, in us you find a partner eager to support your independence and your marketing! It is our desire to enable you to "know your client" better, save time in due dilligence and offer a range of services and alternative products to help differentiate form your competitors in the market.
As a member of BROKERAGE POOL you profit from newest technology in online and dialog marketing. We also help get direct access to alternative fund managers. As from the first hour of our partnership you may participate in a transfer of knowledge and through our regular seminars. Besides the free of cost individual marketing and support we share market analysis and news from the financial market. We provide advice on fund set-up, trading competencies and tools or structures. Our dominant focus is on Alternative Funds and Private Placement / Private Portfolio Insurance. You may use our qualified Lead-Management in the acquisition of clients on your behalf.
- Up to date news in Financial and Insurance issues
- Tools for analysis / portfolio optimization
- Research information
- Recommendations in Alternative Investments
- Intelligent advisory tools
Brokerage Pools offers access to full online trade platform and electronic access to online insurance quotation systems.You may book our seminars online.Brokerage Pool supports you in getting access to necessary and helpful product literature.
Brokerage Pool offers additional support in advertising and Online Marketing.We help you set up a professional and value for money marketing image and help you position in your regional market or your defined niche.