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Lee Financial chooses ARKON as wealth management solution


Lee Financial has chosen wealth management and client reporting solutions provider First Rate’s ARKON offering as its integrated wealth management solution.

“In researching different solutions for our portfolio management and CRM needs, we found the ARKON system provided the best combination of integrated systems. The all in one aspect was very important to us and the CRM capabilities were on par with the customised system we currently use,” says Jeff Ramsey, Chief Compliance Officer and Director of HR, Lee Financial. “ARKON provided some of the unique aspects that we need to run our business with the ability to track time and profitability, a customisable fee management system and the ability to track and report on alternative assets.”

Lee Financial manages approximately 1.1 billion in assets and is focused on enhancing its current capabilities to include an integrated, comprehensive and relationship-centric wealth management platform. Lee will be able to streamline their processes by choosing ARKON a leading wealth management platform that combines CRM, portfolio oversight, investment performance measurement, client reporting and fee management on a single system. The integrated approach allows Lee to solve for all complexities or technology gaps as well as polish their workflow management system.

“We expect to gain efficiencies through the ARKON system and have the ability to grow without the need for more employees. Additionally, we expect to use the time saved through ARKON to increase our business development efforts and with the enhanced reporting capabilities be able to present a better end product to our existing clients,” says Ramsey.

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