OBS Financial Services, Inc. Make Enhancements to their Epicenter WorldwideTM Platform
Whitehouse, OH, August 25, 2008 --(PR.com)-- OBS Financial Services, Inc. (OBSFS) is proud to announce new enhancements to their Front-end Delivery Platform – Epicenter WorldwideTM. Not only has OBSFS added enhancements to the Trust Delivery Platform, but have now added a new Platform complementary for retail brokerage utilizing OBSFS’s fee-based offerings.
Epicenter WorldwideTM is a web-based front-end delivery system that streamlines the account opening process. Other benefits of Epicenter WorldwideTM include: an automated client risk questionnaire, compliance control as well as customized institutional internal administration.
OBSFS has added a wealth of marketing tools focusing on the Structured Money Management based on Modern Portfolio Theory. Materials such as the competitive analysis, brochures, booklets, and articles will assist clients in gathering assets under management.
Another great addition to the Epicenter WorldwideTM Platform is the OBS Print Net Site. This will assist OBSFS clients in their branding effort. The OBS Print Net Site will allow clients to order private labeled, compliance approved marketing materials. Once an order is placed on the site, the materials are printed and shipped directly to the location of the client’s choice. In addition to utilizing the OBS Print Net Site, clients may utilize the print site for their own internal marketing materials, business cards and so much more.
"We are excited to offer a wealth of resources to our current and future clients," said Mr. John Henry, President of OBSFS. "We believe this addition to our platform will not only assist our partnering advisors but help their client base to better understand our Money Management portfolios and philosophy."
About The Company
OBS Financial Services, Inc. (OBSFS) is a Turn-Key Asset Management Provider (TAMP) and consulting firm dedicated to helping Financial Institutions improve the profitability and efficiencies of their wealth management programs. OBSFS provides outsourcing solutions that complement existing wealth management programs and maximize the cohesiveness of the financial institution’s management team, trust officers and investment advisors. Visit OBSFS on the web at: www.obsfs.com
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Epicenter WorldwideTM is a web-based front-end delivery system that streamlines the account opening process. Other benefits of Epicenter WorldwideTM include: an automated client risk questionnaire, compliance control as well as customized institutional internal administration.
OBSFS has added a wealth of marketing tools focusing on the Structured Money Management based on Modern Portfolio Theory. Materials such as the competitive analysis, brochures, booklets, and articles will assist clients in gathering assets under management.
Another great addition to the Epicenter WorldwideTM Platform is the OBS Print Net Site. This will assist OBSFS clients in their branding effort. The OBS Print Net Site will allow clients to order private labeled, compliance approved marketing materials. Once an order is placed on the site, the materials are printed and shipped directly to the location of the client’s choice. In addition to utilizing the OBS Print Net Site, clients may utilize the print site for their own internal marketing materials, business cards and so much more.
"We are excited to offer a wealth of resources to our current and future clients," said Mr. John Henry, President of OBSFS. "We believe this addition to our platform will not only assist our partnering advisors but help their client base to better understand our Money Management portfolios and philosophy."
About The Company
OBS Financial Services, Inc. (OBSFS) is a Turn-Key Asset Management Provider (TAMP) and consulting firm dedicated to helping Financial Institutions improve the profitability and efficiencies of their wealth management programs. OBSFS provides outsourcing solutions that complement existing wealth management programs and maximize the cohesiveness of the financial institution’s management team, trust officers and investment advisors. Visit OBSFS on the web at: www.obsfs.com
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Contact
OBS Financial Services, Inc.
Amber McCoy
800.381.5065
www.obsfs.com
Amber McCoy
800.381.5065
www.obsfs.com
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