Asset Management Account

Ridge Clearing & Outsourcing's Valet is an all-inclusive asset management account. It will enable your clients to consolidate assets and receive the same services that they would receive through multiple financial service providers.

Benefits to your clients:

• Increased purchasing power through asset consolidation
  
  
• Convenient access to funds via check writing and debit card
  
  
• Simplified tax reporting with year-end summary statement
  
  
• More organized record keeping with one user-friendly monthly statement
  
  

Benefits for your Investment Representatives:

• Increased revenue potential from commissions and fees
  
  
• Prospecting tool to develop new relationships
  
  
• More insight into clients' overall financial needs
  
  
• Source of referrals from satisfied clients
  
  

Benefits for your Firm:

• More basis points from increase money fund balances
  
  
• Incremental revenue from margin debits
  
  
• Marketing opportunities and promotional campaigns
  
  
• Recruiting tool for reps from wire house firms
  
  
• Operational efficiency by reducing client delays in paying for trades