3D Asset Management Launches Enhanced Advisor Site on February 13th

East Hartford, CT - February 9, 2014 - 3D Asset Management is pleased to announce the launch of its new and enhanced advisor website. As part of our continuing efforts to help advisors grow their business and gain efficiencies of scale, 3D Asset Management has launched a new version of their secure Advisor Site.  Accessible through the Advisor Login on www.3dadvisor.com, the new site provides all the tools and support an advisor needs to understand, sell and transact business in the areas of Wealth Management, Retirement Plans and Retirement Income.

New features include:

  • A responsive design that allows access to all functionality via desktops, tablets and mobile devices
  • Automated Portfolio Review and Plan Review Request functionality
  • Online 401k Proposal Requests
  • Automated Account Forms processing for advisors using our Turnkey Asset Management Program
  • Automated Investment Policy Statements for individual portfolio or multi-sleeve portfolio accounts
  • Quick Search functionality and personalized Quick Links to most used areas
  • Online Support Requests
  • New sales & marketing tools

At 3D we understand that advisors’ most precious commodity is time.  Our enhanced Advisor Site efficiently provides advisors with the information, tools and support they need to be successful.  Please contact us with questions at 860.291.1998 Option 2 or 3.

About 3D Asset Management, Inc.

Founded in 2006, 3D Asset Management is an independent global investment manager in East Hartford, Connecticut, who partners with financial advisors to deliver the benefits of Exchange-Traded Funds (ETFs) to individual investors and retirement plan participants. Through rigorous portfolio construction and monitoring, 3D builds diversified portfolios that control cost, manage risk and simplify global investing. 3D enables financial advisors to more efficiently manage client relationships by providing efficient, effective and value-creating solutions. To learn more about the 3D WealthConductor™ solution, call 860-291-1998 or email sales@3dadvisor.com. www.3dadvisor.com.