Empowering Advisors, Enhancing Insights
GOODS
& JPMORGAN ASSET MANAGEMENT
Project Type
Services
Industry
JPMorgan Asset Management is dedicated to creating investment solutions for a wide range of advisors. We were tasked with concept and design of a suite of digital tool offerings. These tools address the variety of needs for financial and retirement advisors, generate leads that turn into sales, and align with the firm's broader mission to deliver exceptional service to its clients through innovation and expertise.
Highlights
Multi-year engagement building a suite of best-in-class financial advisor tools.- Worked with product owners and in-house engineering teams to conceptualize, research, prototype, test, and build solutions.
- Leveraged advisor data to deliver personalized solutions and generate leads for sales team.
- Advisor tools usage lead directly to a significant lift in sales leads and ultimately overall product sales.
An All-in-one Hub
Everything at the advisor’s fingertips
The JPMAM Advisor Workspace is an enhanced research, management, and purchasing tool for financial and retirement advisors. It offers a seamless and connected experience that allows advisors to conduct more powerful, custom analyses and make smarter investment decisions for their clients. It brings all of the powerful analytics and insights our tools provide today under one umbrella, while also providing tailored recommendations based on advisor's existing input. The Advisor Workspace is a powerful all-in-one hub: a space where advisors can access their portfolios, models, and analyses, while also discovering new products and receive tailored insights.
Seamless onboarding
Advisors can join in just a few simple steps and unlock tailored content tailored to their unique needs. Once signed up, guided tutorials assist advisors in swiftly navigating the platform and mastering key features.
Deep Portfolio Insights
Best in-class analytics
Portfolio Analysis is designed to revolutionize how advisors manage their clients' investment portfolios. Advisors can quickly evaluate the various investments within a client's portfolio and seamlessly add new investments to refresh their report. This tool provides an impartial examination of a portfolio, focusing on crucial factors such as performance risk, expenses, and exposure. It delivers real-time insights into the overall health of the portfolio. Additionally, Portfolio Analysis features unique access to expert scenario analyses and historical stress tests conducted by specialists from JPMorgan, empowering advisors to make informed decisions.
Tailored recommendations
Portfolio Analysis gives observations tailored to an individual portfolio coupled with recommended JPMorgan products.
Seamless onboarding
Advisors can join in just a few simple steps and unlock tailored content tailored to their unique needs. Once enrolled, guided tutorials assist advisors in swiftly navigating the platform and mastering key features.
Streamlined Investment Analysis
Smart investment comparison
With access to an extensive database of over 35,000 investment options, advisors can perform detailed comparisons based on performance, composition, risks, and fees, spanning various investment styles and categories. Investment Comparison introduces a Smart Search feature that allows advisors to use natural language queries to pinpoint the exact investment they're seeking. It also provides tailored recommendations to enhance their comparison process. Investment Comparison enables advisors to personalize their findings with client-ready reports, ensuring that they can present their results professionally and efficiently.
AI-powered Smart Search
Use AI-powered natural language queries to ask for specific sets of investments such as "top 5 technology ETFs".
Investment Recommendations
Get in-line recommendations for similar JPMorgan products to add to the comparison.
Customized Bond Ladders
Create the optimal bond ladder
Designed to help financial advisors create customized bond ladders for their clients. It allows for the input of specific client needs, tax rates, and risk tolerance, utilizing a wide range of assumptions to optimize municipal bond portfolio laddering. The tool offers in-depth analysis of portfolio characteristics and performance metrics, enabling the creation of personalized, client-ready reports. It showcases strategies across various maturities for interest income, aiming to preserve capital through diversified, investment-grade municipal bonds.
In-depth analysis
Advisors can create the optimal bond ladder, starting with a cash amount, based on their clients’ individual needs, tax rate and risk tolerance using a broad range of assumptions and understand the benefits of laddering municipal bond portfolios.
They can also evaluate key portfolio characteristics and performance metrics for ladder portfolios.
Performance At-a-glance
View everything at once
Heatmap Analysis is designed to offer a comprehensive overview of a portfolio's performance at the fund level, enabling proactive adjustments. This tool compares each investment, identifying areas that may be underperforming. It simplifies the due diligence process for advisors by providing a detailed portfolio health assessment before any modifications are made. Additionally, when an investment fails to meet expectations, Heatmap Analysis recommends an alternative product from JPMorgan ensuring advisors have the insights and recommendations needed to optimize portfolio performance.
Easy editing & updating
Advisors can reorder, remove, and prioritize their rows of investments. They can select investments to export to Investment Comparison for further analysis. They can also add investments to their lineup from existing lists, from saved portfolios, or via search.
Customizable criteria
Advisors can create their own rules around the definition of green-yellow-red to fit their own performance needs.
Tailored retirement solutions
Custom 401(k) proposals
Price Smart tool is designed for retirement advisors to create custom 401(k) proposals. It enables comparisons of up to six 401(k) plan options, benchmarking against top industry providers, and accessing affordable start-up plan pricing. This tool is aimed at reducing costs and discovering affordable 401(k) plans for clients, enhancing the advisor's ability to offer competitive and tailored retirement solutions.
Easy input
Advisors need only three pieces of information to get customizable 401(K) options.
Customizable proposals
Tailor proposals for each client's unique needs.
Evaluate target date funds
Create stronger retirement outcomes
Target Date Compass® assists retirement advisors in evaluating and selecting target date funds (TDFs) that align with the specific goals and needs of their plan participants. It simplifies the complex fiduciary decision-making process, enables customization of reports for client discussions, and aids in identifying the TDFs most closely aligned with plan goals.
Target date type questionnaire
Advisors can answer a short questionnaire to determine which Target Date Type (quadrant) is best to aligned to the needs of their client.
Quadrant visualizations
TDFs are visually organized by where they lay on the quadrant. Advisors can select what they want to compare, select a benchmark, and then run their analysis.
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