Case Study: TD Wealth's Naas Neatt Physician Wealth Management improves client trust and proposal turnaround with Koyfin

TD Wealth's Naas Neatt Physician Wealth Management improves proposal turnaround and wins new business with Koyfin

TD Wealth's Naas Neatt Physician Wealth Management, a Canadian wealth firm, faced a labor-intensive process for managing model portfolios in an internal system. This system lacked clarity on risk exposures and provided limited analysis, making it difficult to assess their strategies and share timely information with clients. They turned to Koyfin's Advisor Pro platform for a solution.

By implementing Koyfin, the firm gained a flexible platform for comprehensive model analysis, including exposure breakdowns and quantitative risk metrics. The solution improved client trust through clearer details and helped attract new prospects with presentation-ready visuals. This led to faster proposal turnaround and helped the firm close new business more quickly.

TD Wealth's Naas Neatt Physician Wealth Management