【實用財經app】Curian Select|最夯免費app-綠色工廠好玩App

A powerful approach to investing that’s uncommonly easy to useCurian believes that working with a financial professional is essential to successful financial planning. That is why Curian creates tools for registered Financial Professionals to use with their clients.And now, investing in a managed account has never been easier! This convenient Curian app makes running client proposals and setting up Select Portfolios fast and easy.With this simple and intuitive app, Curian Approved Financial Professionals can create a Select Portfolios proposal anywhere, even without Internet access. Other features include:• Review presentation materials with your client • Import and automatically sync your client list • Choose from 6 different portfolios for growth or income investment goals• Select from 25 different account types• Present the proposal summary directly to your clients for approval• Have your client digitally sign the proposal• Submit the proposal to Curian Learn about the Select Portfolios The app provides informational videos to help you educate clients on:• The evolution of investing• Goals-based portfolios to meet investor objectives• The power behind the Select Portfolios• The Select Portfolio construction process narrated by Chief Investment Officer Steve YoungWhy Select?The Curian Select Portfolios deliver the benefits of Curian’s advanced asset management process in an investment that’s easy to set up and administer.• A portfolio that is uncomplicated and intuitive for clients to understand• Multiple investment strategies in a single, convenient investment account• Available portfolios include growth, income and multi-strategy• A simple and cost effective fee structure and simple tax reportingThe power behind the portfoliosThe Select Portfolios provide you and your clients with access to:• A diligent and comprehensive institutional investment process• Experienced oversight and expert research analysis• The expertise of world-class institutional consulting and research firms• A team of senior investment specialistsApplication TipsThis app is intended for Financial Professionals only for use with their clients.Financial Professionals must have an online registration with Curian to create a proposal. If you already have Curian credentials, you will need to use them to log in to the app. If you are new to Curian, you may register on our website at curian.com. There are times when Internet connection is required when using the app: 1) At initial log in with your Curian user name and password and 2) When uploading the completed proposal to the Curian system.Curian Capital, LLC, a Registered Investment Advisor, provides customized investment management products and services. Curian Clearing LLC (member FINRA/SIPC) is the exclusive broker for these programs, for which it provides brokerage execution, processing and custody services. Investing in securities involves certain risks, including possible loss of principal.