Overall, though, I thought the positives outweighed the few negatives. Perspective Partners is a promising new platform. The process, disturber reports, compliance, portfolio capabilities, etc., combined with the ability to customize the platform to a great extent, should appeal to a wide audience. Their proven track record with high-net-worth clients indicates that they may be on to something. If you are interested in effectively processing and closing new prospects, Perspective Partners may be able to help.
Joel P. Bruckenstein, publisher of Virtual Office News (www.virtualofficenews.com), is a leader in the field of applied technology for the financial services professional. He can be contacted at www.joelbruckenstein.com.