Separate Account has said it wants to sell license agreements to between six and 12 clients each year. The company will charge financial institutions an annual fee of up to 1 percent of assets managed in each separate account. In the past, only the five major stock brokerage firms were offering separate accounts services, Freeman said. This has really just emerged on the radar screen, and as far as I know, we are the only provider of separate accounts solutions. Freeman said his company could get new clients up and running in between 45 and 90 days.
Clients can choose from a broad menu of services, from a full-blown system to consulting.
Technology services include a user interface with text chat, voice over IP and collaborative browsing. The firm also can provide a suite of money managers, Freeman said. Small Business Features from Promote U. Send your marketing efforts back to school. If you aren t sure, you ll get nothing from investors and like it. Inc. All Rights Reserved.