The Harman Agency

Next-Generation Portfolio Modeling Software Meets Savvy Advisors' Needs

Millions of Americans from the "baby-boom" generation will begin their retirement within the next five years. This key demographic will hold or inherit an impressive amount of the country's wealth. However, only the advisors properly prepared will be ready to pull in and address the needs of these clients. "A new breed of advisor is needed to serve the emerging baby boomer retirees, and they won't be able to do the job without a new generation of software. Most current portfolio software works from outdated optimization models that create unrealistic expectations," says Mitchell Maynard, CEO of Premium Producers Group, LLC and developer of MCP Premium Software. "Financial planning is dependent on portfolio implementation. Choosing what's best for your client requires serious modeling," Mr. Maynard noted. Mr. Maynard has written a paper on this topic, proposing solutions to the issue. The 17-page paper is available as a PDF file, by emailing a request. MCP Premium's new MCP Suite 2007 Professional version lets financial advisors build and model portfolios comprised of ETFs, hedge funds, mutual funds, annuities, and other investments. The program's ability to let an advisor set the Alpha and Beta for managed investments like mutual funds is especially exciting. "If you have data on it, my software lets you model it," said Mr. Maynard. It also dovetails with the new Minuteman ETF management program he developed. The comprehensive Professional Suite also helps broker-dealers and registered reps model the effects of adding an equity indexed annuity to a portfolio , an important feature for NASD NTM 05-50 supervisory considerations, but given the popularity of the EIA, advisors are bound to encounter clients with at least one of these annuities in their holdings.

Kelli Harman
Kelli S Harman
Harman Agency
The Harman Agency
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